Client Associate

Contacts:

Full Job Description

About Rockefeller Capital Management:Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory to ultra-high-net-worth individuals, families, institutions, and corporations. The firm oversees approximately $85 billion in client assets. Headquartered in New York City, the firm has over thirty offices across the United States.

Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 139-year history of excellence in global family office and investment management of the Rockefeller family.Position:A Private Wealth Advisor team within our Private Wealth Management business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Wealth 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
  • 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
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
  • Generate expense reports for submission using Concur
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Support marketing efforts by promoting client seminars and events
  • Offer administrative and office management support to the team
  • Prepare client correspondence, obtain necessary management approvals, and transmit
  • 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
  • Oversee client insurance and annuities processes
  • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
  • Attend client meetings as necessary and present client performance
  • 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
  • Series 7 & 66 preferred and if not, willingness to obtain
  • BA/BS degree

Skills:

  • Excellent client facing, interpersonal, organizational, and client service skills
  • 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

———————————–

If you not find any contact details in this Job Description, Please attach your CV here and send directly.

    ………………

    >>>>> For More Jobs – Click Here <<<<<

    >>>>> Blog for Job Seekers – Click Here <<<<<

    >>>>> Post  Job Vacancy Free – Click Here <<<<<

    >>>>> Play Funny Quiz Online – Click Here <<<<<

    >>>>> Play Games Online Free – Click Here <<<<<

    >>>>> Chat and meet New Friends – Click Here <<<<<

    >>>>> Read Today News Live – Click Here <<<<<

    >>>>> Read Today Horoscope – Click Here <<<<<

    >>>>> Download our Apps – Click Here <<<<<

    >>>>> www.apdin.com <<<<<

    Latest Jobs in USA, Canada, UK, Europe, Australia, New Zealand, Singapore, Dubai, Qatar, Saudi Arabia,  Kuwait, Bahrain and Oman.

    Posted in: Australia Jobs, Bahrain Jobs, Canada Jobs, Europe Jobs, JOBS, Kuwait Jobs, New Zealand Jobs, Oman Jobs, Qatar Jobs, Saudi Jobs, Singapore Jobs, UAE Jobs, UK-jobs, USA Jobs Posted by: Apdin Jobs On:

    Leave a Reply

    Your email address will not be published.