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Client associate • usa

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Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTPalo Alto, CA, US
[job_card.full_time]
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 Jo...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Associate

Client Associate

Stephens DefaultLittle Rock, AR, US
[job_card.full_time]
Location : Little Rock, AR 72201, USA.Essential Duties and Responsibilities : .Complete new account and transfer account forms. Answer telephones, take messages, make copies, and mail printed material....[show_more][last_updated.last_updated_30]
Client Associate

Client Associate

AmerantbankMiami, FL, US
[job_card.full_time]
The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC). CAs are responsible for giving support to WAs as they dev...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Associate

Client Associate

Arthur J Gallagher & CoJacksonville, FL, US
[job_card.full_time]
At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supporte...[show_more][last_updated.last_updated_variable_days]
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Client Associate

Client Associate

ServisFirst BankBirmingham, AL, US
[job_card.full_time]
At ServisFirst, Our Name is Our Mission.Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related repo...[show_more][last_updated.last_updated_variable_hours]
Client Associate - Associate Advisor

Client Associate - Associate Advisor

Precision Wealth StrategiesSaint Louis, MO, US
[job_card.full_time]
The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod. The Tactical Advisor leads the effort in performing and executing tasks and...[show_more][last_updated.last_updated_30]
Client Associate

Client Associate

Amerant BankCoral Gables, FL, United States
[job_card.full_time]
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC). CAs are responsible for giving support to WAs as they ...[show_more][last_updated.last_updated_variable_days]
  • [new]
Client Associate

Client Associate

Wells FargoGreen Bay, WI, United States
[job_card.full_time]
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfargojobs.Assist Finan...[show_more][last_updated.last_updated_variable_hours]
Client Associate

Client Associate

AmerantCoral Gables, FL, United States
[job_card.full_time]
The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC). CAs are responsible for giving support to WAs as they dev...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Associate

Client Associate

California StaffingSeal Beach, CA, US
[job_card.full_time]
Client Associate In Wealth And Investment Management.Wells Fargo is seeking a client associate in wealth and investment management as part of wells fargo advisors. Assist financial advisor(s) collea...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Alpha WealthHemet, CA, US
[job_card.full_time]
The Client Associate position works with Alpha Wealth Management.We are seeking a Client Associate to join our growing wealth management team. This is an entry-level to early-career position ideal f...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

UBSSan Francisco, CA, United States
[job_card.full_time]
Are you truly service oriented? Do you know how to take care of people?.We're looking for a Client Associate to : .San Francisco : the salary range for this role is $66500 to $70000.The expected salar...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

NYC StaffingNew York, NY, US
[job_card.full_time]
Since 1882, Dow Jones has been finding new ways to bring information to the world's top business entities.Beginning as a niche news agency in an obscure Wall Street basement, Dow Jones has grown to...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Associate

Client Associate

Michigan StaffingGrand Rapids, MI, US
[job_card.full_time]
Client Associate In Wealth And Investment Management.Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Assist Financial Advisor(s) collea...[show_more][last_updated.last_updated_variable_days]
Client Associate / Registered Client Associate

Client Associate / Registered Client Associate

RBC Capital Markets, LLCWalnut Creek, CA, United States
[job_card.full_time]
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Registered Client Associate, bec...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

D.A. DavidsonBozeman, MT, US
[job_card.full_time]
Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years.We are dedicated to conducting our business in accordance with the highest standards of ...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

Raymond James FinancialAlexandria, VA, US
[job_card.full_time]
At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support. As our team grows, we are seeking a Client Associate who aligns wit...[show_more][last_updated.last_updated_30]
Client Associate

Client Associate

Rockefeller FinancialBoston, MA, United States
[job_card.full_time]
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...[show_more][last_updated.last_updated_variable_days]
Client Associate / Senior Client Associate

Client Associate / Senior Client Associate

Royal Bank of CanadaPittsburgh, PA, United States
[job_card.full_time]
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Senior Client Associate, become ...[show_more][last_updated.last_updated_30]
Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTPalo Alto, CA, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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 32 markets throughout the United States, as well as an office in London. The Firm oversees $193 billion in client assets as of November 30, 2025.

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 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 and maintenance
  • Gather & organize documents for tax reporting
  • Filling out investment subscription documents
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Provide top quality service to clients and complete administration of client accounts
  • Generate expense reports for submission using Concur
  • Offer administrative and office management support to the team
  • Review daily activity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracy
  • Complete necessary filing and maintain client files
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
  • Additional duties as assigned

Qualifications

  • 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
  • Prior experience working at a brokerage or investment firm, opening accounts and filling out investment documents, preferred
  • Series 7 & 66 strongly preferred, and if not, willing to obtain within 6 months
  • BA / BS Degree

    • Skills

  • Excellent client facing, interpersonal, organizational, and client service skills
  • Strong verbal and written communication skills
  • Highly coachable and ability to learn quickly
  • Extremely detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • Strong Microsoft Office skills including Excel & PowerPoint

    • Compensation Range

    The anticipated base salary range for this role is $50,000 to $65,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

    Disclosure

    Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

    Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.