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Wealth Management Client Associate
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-07-17
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
Rockefeller Capital Management is seeking a Client Associate for our Private Advisor team within the Rockefeller Global Family Office unit. The role focuses on serving high-net-worth clients with meticulous attention to detail, effective communication, and strong organizational skills.
The ideal candidate will support account openings, asset transfers, cash management, and client reporting while collaborating with Private Advisors to deliver exceptional client service and maintain accurate
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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