Private Client Associate – Wealth Management
Listed on 2026-09-30
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Finance & Banking
Financial Services, Wealth Management, Financial Advisor / Consultant
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
The Private Client Associate – Wealth Management role at Rockefeller Capital Management is now open for applications in PA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Private Client Associate – Wealth Management role in the description above.
We appreciate your interest in this position.
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