Private Client Associate, ‑Net‑Worth Advisory

Rockefeller Capital Management in Boston is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will work with high-net-worth clients, handle account openings, transfers, and daily administration with strong attention to detail.

The ideal candidate has 3–5 years of client service experience in financial services, excellent communication and organization, and a BA/BS degree.

As a Private Client Associate, High‑Net‑Worth Advisory, you will play an important part at Rockefeller Capital Management in Boston, MA, United States.

Join Rockefeller Capital Management and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Private Client Associate, High‑Net‑Worth Advisory role at Rockefeller Capital Management, based in Boston, MA, United States.