Private Client Associate, Family Office Services
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-15
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Banking Operations, Financial Services, Bank Customer Service
Job Description & How to Apply Below
Rockefeller Capital Management seeks a Client Associate for its Private Advisor team within the Rockefeller Global Family Office. You will work directly with high-net-worth clients, handling account opening, asset transfers, documentation, and client communications with accuracy and strong service standards.
The role emphasizes detail, organization, and client service in a fast-paced environment, with opportunities to grow professionally and obtain licenses as needed.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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