Senior Client Associate

Senior Client AssociateA Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.ResponsibilitiesAccount opening and maintenanceTransferring assets and money movementCompleting investment subscription documentsCash management & RMDsAssisting with client online accessResponding to account activity and statement inquiriesManaging life eventsAdministrative work as neededProvide top quality service to clients and complete administration of client accountsHandle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructionsGenerate expense reports for submission using ConcurProcess new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approvedProcess all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)Support marketing efforts by promoting client seminars and eventsOffer administrative and office management support to the teamPrepare client correspondence, obtain necessary management approvals, and transmitReview daily activity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracyOversee client insurance and annuities processesAssist in preparation of key documents, PowerPoint presentations and reports for client meetingsAttend client meetings as necessary and present client performanceComplete necessary filing and maintain client filesAttend compliance and continuing education training sessions as required by regulatory agencies and the firmAdditional duties as assignedQualificationsBA/BS degreeAt least 5 years of experience in the industry preferredRegistered with Series 7 & 66 (or 7, 65 & 63)SkillsExcellent client facing, interpersonal, organizational, and client service skillsDetail-oriented with ability to prioritize and organize workflowAbility to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptionsStrong Microsoft Office skills including Excel & PowerPointDisclosureRockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.