Talent.com
Senior Client Associate

Senior Client Associate

ROCKEFELLER CAPITAL MANAGEMENTSan Antonio, TX, US
23 days ago
Job type
  • Full-time
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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.

Position

A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The Senior 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
  • 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

  • BA / BS degree
  • At least 5 years of experience in the industry preferred
  • Registered with Series 7 & 66 (or 7, 65 & 63)
  • 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
  • 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.

    Create a job alert for this search

    Client Associate • San Antonio, TX, US

    Related jobs
    Senior Client Service Associate - Mission Financial Planners

    Senior Client Service Associate - Mission Financial Planners

    Kestra Financial Independent AdvisorSan Antonio, TX, US
    Full-time
    Quick Apply
    Mission Financial Planners, LLC is seeking a.Senior Client Service Associate.This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, a...Show moreLast updated: 30+ days ago
    • Promoted
    Client Service Associate

    Client Service Associate

    Jackson HewittSan Antonio, TX, US
    Full-time
    We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...Show moreLast updated: 30+ days ago
    • Promoted
    Registered Client Service Associate-San Antonio, TX

    Registered Client Service Associate-San Antonio, TX

    Raymond James FinancialSan Antonio, TX, US
    Full-time
    Registered Client Service Associate.Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across mul...Show moreLast updated: 30+ days ago
    • Promoted
    Call Center Representative

    Call Center Representative

    Conduent State & Local Solutions, IncLa Vernia, TX, US
    Full-time
    Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clien...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Experience Associate III

    Customer Experience Associate III

    Conduent State & Local Solutions, IncFloresville, TX, US
    Full-time
    Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clien...Show moreLast updated: 1 day ago
    • Promoted
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border ProtectionLeming, TX, United States
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney

    Associate Attorney

    Cesar Ornelas Law PLLCSan Antonio, TX, US
    Full-time
    Cesar Ornelas law is looking to hire an energetic Associate Attorney, with the drive and experience to help us make a difference in the lives of the clients we serve. As an Attorney at this firm, yo...Show moreLast updated: 30+ days ago
    • Promoted
    Client Systems Technician - Senior

    Client Systems Technician - Senior

    JBW FederalBexar, TX, US
    Full-time
    JBW Federal is a subsidiary company of the Kanaka Foundation - An NHO who's mission is to support Native Hawaiians.You will receive a comprehensive benefits package that includes : .Annual member...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Registered National Investor Center Account Opening Associate

    Registered National Investor Center Account Opening Associate

    CitigroupSan Antonio, TX, US
    Full-time
    Registered National Investor Center Account Opening Associate.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the...Show moreLast updated: 4 hours ago
    • Promoted
    • New!
    Registered Citigold Private Client Service Associate

    Registered Citigold Private Client Service Associate

    CitigroupSan Antonio, TX, US
    Full-time
    Registered Citigold Private Client Service Associate.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At...Show moreLast updated: 4 hours ago
    • Promoted
    Bilingual Retail Sales Associate

    Bilingual Retail Sales Associate

    SPECTRUMRedwood, TX, United States
    Full-time +1
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 4 days ago
    • Promoted
    Looking for the ultimate side hustle?

    Looking for the ultimate side hustle?

    Survey AuthorityPleasanton, TX, United States
    Full-time
    Earn cash by matching with real companies that pay you for your opinions.Show moreLast updated: 4 days ago
    • Promoted
    Wireless Retail Sales Associate

    Wireless Retail Sales Associate

    SPECTRUMCibolo, TX, United States
    Full-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 4 days ago
    • Promoted
    Family Law Associate Attorney

    Family Law Associate Attorney

    KEY LAW OFFICE PCNew Braunfels, TX, US
    Full-time
    Key Law Office is seeking an ambitious Associate Attorney to join our firm and assist with a demanding caseload while contributing to the firm's growth. Our principal office is situated in Buda,...Show moreLast updated: 30+ days ago
    • Promoted
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce78201 San Antonio, TX, US
    Full-time
    As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...Show moreLast updated: 30+ days ago
    Client Sales Associate

    Client Sales Associate

    Ark Greenville InnovationsConverse, TX, US
    Full-time
    Quick Apply
    We are a sales consulting company that partners with industry leaders in the telecommunications field, utilizing our personalized sales and marketing strategies to drive their goals and growth.We&#...Show moreLast updated: 4 days ago
    • Promoted
    Tax Associate - 2+ Yrs Paid Tax Experience Required

    Tax Associate - 2+ Yrs Paid Tax Experience Required

    IntuitLeon Valley, TX, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 12 days ago
    • Promoted
    Tax Associate

    Tax Associate

    IntuitLeon Valley, TX, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 19 days ago