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 $208 billion in client assets as of February 28, 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 will work with our Private Advisor team members who work with high-net-worth clients. The ideal candidate will be 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
Provide top quality service to clients and complete administration of client accounts
Performance Reporting: Prepare, reconcile, and analyze materials for client review meetings, including reporting on account holdings, investment performance, and cash activity.
Financial Analysis: Support portfolio management and client strategy through investment analysis, including asset allocation reviews and rebalancing considerations.
Completing alternative investment subscription documents
Transferring assets and money movement
Executing trade instructions from client and/or advisor
Assisting with client online access
Responding to account activity and statement inquiries
Administrative work as needed
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.)
Prepare client correspondence, obtain necessary management approvals, and transmit
Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
Additional duties as assigned
Qualifications
2-4 years prior client service experience within financial industry, or equivalent experience, preferred
Series 7, required & 66, preferred
BA/BS degree
Skills
Strong 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
Experience with eMoney financial planning software a plus
Compensation Range
The anticipated base salary range for this role is $70,000 to $110,000. 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 other variable compensation programs. 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.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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