Senior Client Associate, Private Wealth Advisory
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Rockefeller Capital Management is seeking a Senior Client Associate to support Private Advisor teams in Grand Rapids. You will be a key contact for high-net-worth clients, delivering exceptional service and ensuring accurate account administration.
Responsibilities include account opening, asset transfers, cash management, and client reporting. The role emphasizes detail, organization, and proactive problem-solving in a fast-paced, team-oriented environment.
The following role is for a Senior Client Associate, Private Wealth Advisory with Rockefeller Capital Management.
We have an opening for a Senior Client Associate, Private Wealth Advisory in Grand Rapids, MI, United States within Management & Operations.
This role, Senior Client Associate, Private Wealth Advisory at Rockefeller Capital Management, could be your next opportunity.
Are you ready to take on the Senior Client Associate, Private Wealth Advisory role at Rockefeller Capital Management?
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