Senior Private Client Associate
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-06-18
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Rockefeller Capital Management is seeking a motivated individual for the role of Senior Client Associate within their Private Advisor team. This position involves working directly with high-net-worth clients, ensuring thorough account management, and providing excellent service through various administrative tasks.
The ideal candidate will bring a BA/BS degree and preferably over 5 years of experience in the financial industry, along with registration in Series 7 and 66. Candidates should also possess strong client facing, organizational, and detailed work skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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