Wealth Management Client Associate
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant, Portfolio & Asset Management
Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will work closely with senior Private Advisors and interact with high-net-worth clients, supporting account openings, asset transfers, and weekly client communications.
The ideal candidate has 1-3 years of client service experience in finance, a BA/BS degree, and strong organizational and communication skills.
This role, Wealth Management Client Associate at Rockefeller Capital Management, could be your next opportunity.
Are you ready to take on the Wealth Management Client Associate role at Rockefeller Capital Management?
We would love to welcome a new Wealth Management Client Associate to our organisation in Boca Raton, FL, United States.
For the Wealth Management Client Associate position at Rockefeller Capital Management, we are reviewing applications now.
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