Private Banking Client Services Associate
Listed on 2026-10-18
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Finance & Banking
Private Banking, Banking Operations, Financial Services, Bank Customer Service
Rockefeller Capital Management is seeking a fully licensed Client Associate to support a Private Advisor team in Dallas. The role handles account opening, ongoing maintenance, money movement, transfers, client service requests, and day-to-day administrative support.
The ideal candidate has private banking or wealth management experience, strong organization, and clear communication. This position emphasizes ownership, responsiveness, and a white-glove client service mindset.
Are you ready to take on the Private Banking Client Services Associate role at Rockefeller Capital Management?
We are seeking a motivated Private Banking Client Services Associate to join Rockefeller Capital Management in Dallas, TX, United States.
Consider building your career as a Private Banking Client Services Associate at Rockefeller Capital Management.
The Private Banking Client Services Associate position in the Management & Operations, Sales field is open for applications.
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