Private Wealth Client Associate
Job in
Chesterfield, St. Louis city, Missouri, 63005, USA
Listed on 2026-07-30
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Rockefeller Capital Management is seeking a Client Associate within our Private Advisor team in the Rockefeller Global Family Office business unit. The role centers on delivering top-tier service to high-net-worth clients, handling account openings, transfers, and cash management, and supporting investment and reporting activities.
The ideal candidate has 1–3 years of client service experience in financial services, a BA/BS degree, and is willing to pursue Series 7 and 66.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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