Private Client Associate – Wealth Management
Listed on 2026-09-25
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Finance & Banking
Financial Services, Wealth Management
Rockefeller Capital Management is seeking a Client Associate for its Private Advisor team within the Rockefeller Global Family Office. The role supports high-net-worth clients, handling account openings, asset transfers, and documentation with meticulous attention to detail.
You will engaging directly with clients and assist in preparing presentations and reports for meetings. The ideal candidate brings 2+ years in client service in financial services, strong communication and organization, and
We are currently recruiting a Private Client Associate – Wealth Management for our team in PA, United States.
Learn more about the Private Client Associate – Wealth Management role in the description above.
We appreciate your interest in this position.
Join Rockefeller Capital Management and contribute to our ongoing work.
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