Private Wealth Client Associate
Rockefeller Financial
Rockefeller Capital Management in Atlanta seeks a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. The role involves direct interaction with high-net-worth clients and serving as the face of the practice, requiring meticulous attention to detail, strong communication, organization, and problem-solving. Responsibilities include account opening and maintenance, asset transfers, cash management, preparing client correspondence and reports, supporting #J-18808-Ljbffr
Vacancy posted 2 days ago
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