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Private Client Associate — Wealth Management Support
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-17
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A prestigious financial advisory firm in New York is seeking a motivated Client Associate to support advisors in managing client relationships and delivering financial planning solutions. Responsibilities include preparing performance reports, coordinating client activities, and collaborating with internal teams. The ideal candidate has 1-3 years of prior client service experience and a bachelor’s degree in business or finance. Comprehensive benefits, including health coverage and retirement plans, are offered.
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Position Requirements
10+ Years
work experience
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