Client Associate

About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026. Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate role will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem‑solving skills, and is driven to develop and grow in their role. Responsibilities Account opening andmaintenance Transferring assets and money movement Completing investment subscription documents Cash management & RMDs Assisting with client online access Responding to account activity and statement inquiries Managing life events Administrative work as needed #J-18808-Ljbffr Rockefeller Capital Management