Private Client Associate - Wealth Management
Rockefeller Capital Management
Rockefeller Capital Management is seeking a Client Associate within its Private Advisor team of the Rockefeller Global Family Office. The role involves working closely with high-net-worth clients, ensuring meticulous account administration, asset transfers, and investment documentation, while delivering superior client service. The ideal candidate has a BA/BS and 2–5 years in client service in finance, with Series 7/66 preferred or a plan to obtain them. #J-18808-Ljbffr Rockefeller Capital Management
Vacancy posted 3 days ago
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