Private Wealth Client Associate
Rockefeller Financial
Rockefeller Capital Management is seeking a Client Associate within our Private Advisor team in the Rockefeller Global Family Office business unit. The role centers on delivering top-tier service to high-net-worth clients, handling account openings, transfers, and cash management, and supporting investment and reporting activities. The ideal candidate has 1–3 years of client service experience in financial services, a BA/BS degree, and is willing to pursue Series 7 and 66. #J-18808-Ljbffr
Vacancy posted 3 days ago
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