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Private Client Associate – Wealth Management
Job in
Pittsburgh, Allegheny County, Pennsylvania, 15289, USA
Listed on 2026-07-31
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
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
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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