Client Associate — Private Wealth Operations
Rockefeller Capital Management
Rockefeller Capital Management in Atlanta, Georgia is seeking a detail-oriented Client Associate to support the accurate execution and administration of client accounts. This role involves managing complex workflows and ensuring accuracy in account administration. The ideal candidate will have a Bachelor's degree and up to 2 years of experience in a client service environment. Proficiency in Microsoft Excel and strong organizational skills are essential for success. #J-18808-Ljbffr Rockefeller Capital Management
- ...The Firm oversees $212 billion in client assets as of April 30, 2026. Position A Private Advisor team within Rockefeller... ...its growing team as a Client Associate. This role is focused on the accurate... ...execution, administration, and operational support of client accounts,...OperationsPrivateWork at officeLocal area
- Private Wealth Director page is loaded## Private Wealth Directorlocations: Atlanta, GAtime type... ...that has been in continuous operation since 1889.Northern Trust is proud to provide... ...we serve the world’s most sophisticated clients using leading technology and exceptional...OperationsPrivateTemporary workFlexible hours
$174.32k - $261.48k
...authoritative advice regarding the operations of the business. Necessitates a... ...the team/project. The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of... ...and alternative investments with wealth planning and private banking...OperationsPrivateFull timeLocal area- ...Private Wealth Client Associate Atlanta, Georgia To proceed with your application, you must be at least 18 years of age. Acknowledge (... ...responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Client Experience Associate Most client-facing roles ask you to answer phones and... ...hospitality, luxury retail, or private client services and you... ...finoBlue is an Atlanta-based wealth management firm that... ...This role does not cross into operations, compliance, or financial processing...OperationsWork at office
- ...OBJECTIVES The Senior Regional Wealth Advisor role requires... ...and growth of new client relationships (i.e.,... ...by peers within the private wealth group as a leader... .... Administrative/Operations Performs administrative... ...coordination with the Wealth Associate that include: account...OperationsPrivateFull timeWork experience placementWork at officeRemote workHome office
- ...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...the global communities in which we operate, bringing a variety of backgrounds,...PrivateWork at officeLocal area
- Bank of America is hiring a Client Associate in Atlanta, Georgia, to provide exceptional service to clients while supporting Senior Relationship... ...are key. Join a team dedicated to delivering a comprehensive wealth management experience to clients. #J-18808-Ljbffr Bank of...
$55k - $95k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...PrivateTemporary workPart timeWork at officeLocal area- In this role, you will provide client service support to multiple Financial Advisors... ...enterprise strategic objectives, operational excellence, and client advocacy.... ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workShift workDay shift
- ...Wealth Enhancement Group in Sandy Springs, GA is seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. This hybrid role involves client onboarding, administrative tasks, and relationship management, ensuring a seamless client experience...
- Dormont Manufacturing Co in Atlanta is seeking Wealth Management Associates to support Financial Advisors and provide exceptional client service. The role focuses on building trusted relationships, enhancing existing client relationships, and assisting with business development...
$33.28k - $88k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...PrivateTemporary workWork at officeLocal area$60k - $65k
...in the business of helping clients with their financial goals –... ...Description The Client Service Associate supports Financial Advisors... ...requests. Join a boutique Private Wealth Advisory practice of Ameriprise... ...systems. Administrative and Operational Support Handle...OperationsFull timePart timePrivate practiceImmediate startHome office$60k - $65k
...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting... ..., serving as the primary point of contact for operational and service needs. You'll take ownership of requests...OperationsInternshipWork at officeLocal areaRemote work2 days per week$60k - $82k
...Client Services Associate - Atlanta, GA Join our Atlanta Client Services Team as a Client Services... ...advisors while keeping day-to-day operations running seamlessly. This is a great opportunity... .... For nearly 40 years, Savant Wealth Management has served as a trusted...OperationsFull timeTemporary workWork experience placementSummer workWork at officeImmediate startWork visaMonday to FridayFlexible hours$60k - $65k
...Client Service Associate Atlanta, GA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate... ...as the primary point of contact for operational and service needs. You'll take ownership of...OperationsInternshipWork at officeRemote work2 days per week- ...Firm oversees $221 billion in client assets as of May 31, 2026. Position A Private Advisor team within our Rockefeller... ...its growing team as a Client Associate. The Client Associate role will... ...and is thorough in their work, operates with a high attention to detail...PrivateWork at officeLocal area
- ...Property tax returns S-Corporations Private foundations and charitable... ...Philanthropy Support Support wealth transfer strategies with... ...strategies. Governance, Compliance & Operations Establish and maintain robust... ...a family office, private client services, or public...OperationsPrivateWork at officeLocal area
- Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial... ...technology, data and design. Private Wealth Management (PWM)... ...business team meetings and associated action items Relay GS Research...PrivateApprenticeship
- ...analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for... ...complex issues Proactively identify risks and resolve operational roadblocks with minimal escalation Build and maintain strong relationships...OperationsWork at officeLocal areaShift work
- The Mom Project is seeking a Client Operations & Financial Planning Associate to support client service and operational needs. Ideal candidates will thrive... ...join a talent marketplace focusing on future roles in wealth management and financial planning support. #J-18808-...Operations
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation... ...knowledge to develop tailored wealth management strategies. Private Bankers... ...groups including sales, service, operations, compliance, and marketing...OperationsPrivateFull time- ...number one priority. With a wealth of learning and career development... ...seeking a Director, Private Equity IT M&A –Due Diligence... ...diligenceprojects for Private Equity clients, assessing platform and add-... ..., cost take-out, operating modelredesign, and the implementation...OperationsPrivateH1bLocal area
- J.P. Morgan Chase in Atlanta is seeking a Private Client Advisor to offer comprehensive financial planning and advice to diverse clients. You will build personal relationships, offer tailored investment solutions, and maintain high integrity in client interactions. A valid...Private
- Bank of America is seeking a Private Client Advisor in Atlanta, Georgia, to enhance client relationships, acquire new clients, and manage comprehensive client needs. The role emphasizes strong interpersonal skills, an ability to drive new business, and the expertise in...Private
- ...mentoring and guidance to Client Specialists and other... ...and commercial private client ventures. Work... ...understanding of general bank operations and the commercial... ..., communities and associates unlock their full potential... ..., small business, wealth and trust management,...OperationsPrivateWork experience placement
- ...are our number one priority. With a wealth of learning and career development... ...Sourcing Strategy projects and oversee client deliverables across M&A, private equity and various industry sectors... ...data analyses, identification of operational risks and driving efficiencies...OperationsPrivateH1bLocal area
- ...to simplify complexity for Private Bank clients by challenging and collaborating... ...and achieve their wealth goals. Creates streams of highly... ...customer experience. While operating within the Bank’s risk... ...Fifth Third Bank, National Association is proud to have an engaged...PrivateWork experience placementPrivate practiceWork at office
- ...Investor Relations Analyst in Atlanta, GA, to support operational initiatives across institutional and private wealth channels. The role involves responding to... ...development opportunities. #J-18808-Ljbffr Acord (association For Cooperative Operations Research And...OperationsPrivate
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