Client Operations Associate - Saratoga Springs
1 month ago

Job summary
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Operations Associate.The ideal candidate operates with a high attention to detail, has strong communication,
- organization,
- time management and problem-solving skills,
Responsibilities
- Account opening and maintenance ,
Transferring assets and money movement,
Completing investment subscription documents,
,Cash management and cash balance oversight,
Assisting with client online access ,Responding to account activity and statement inquiries ,Administrative work as needed Provide top quality service to clients and complete administration of client accounts Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions Process new accounts and account maintenance,,by obtaining all necessary approvals and ensuring all client documentation is returned,,,,completed,and approved Process all client cashiering requests (money market redemptions,wires checks,journals check deposits etc.) Prepare and maintain cash flow reports,includings projections…
Job description
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