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Private Wealth Client Associate

Rockefeller Capital Management

Rockefeller Capital Management in Boston is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will work directly with high-net-worth clients, handling account opening, asset transfers, cash management, and client communications with meticulous attention to detail. The ideal candidate has 3-5 years of client service experience in finance, and BA/BS degree; Series 7/66 are a plus. #J-18808-Ljbffr Rockefeller Capital Management

Vacancy posted 3 days ago
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