Jobs
>
Grand Rapids

    Client Associate - Grand Rapids, United States - Rockefeller Financial

    Rockefeller Financial
    Rockefeller Financial Grand Rapids, United States

    3 weeks ago

    Default job background
    Description

    About Rockefeller Capital Management:

    Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.

    Position:

    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 Associate.?The Client Associate will work with?our Private Advisor?team members?and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.?

    Responsibilities:
    • Account opening and?maintenance?
    • Transferring assets and money movement?
    • Completing investment subscription documents?
    • Cash management & RMDs?
    • Assisting with client online access?
    • Responding to account activity and statement inquiries?
    • Managing life events?
    • 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
    • Generate expense reports for submission using Concur?
    • 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.)?
    • Support marketing efforts by promoting client seminars and events
    • Offer administrative and office management support to the team?
    • Prepare client correspondence, obtain necessary management approvals,?and transmit?
    • Review daily?activity and reconcile current client activity, funds transfers and previous days activity and trades against various clearing firm systems to ensure accuracy?
    • Oversee client insurance and annuities processes
    • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings?
    • Attend client meetings as necessary and present client performance
    • Complete necessary filing and maintain client files?
    • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm?
    • Additional duties as assigned?
    Qualifications:
    • 1-3 years prior client service experience within financial industry, or equivalent experience, preferred?
    • Series 7 & 66 strongly preferred, and if not, willing to obtain?
    • BA/BS degree
    Skills:
    • Strong client facing, interpersonal, organizational, and client service skills?
    • Detail-oriented with ability to prioritize and organize workflow?
    • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with?frequent interruptions?
    • Strong Microsoft Office skills including Excel & PowerPoint?
    • Experience with eMoney financial planning software a plus
    Disclosure:

    Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, Rockefeller) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (protected characteristics).

    Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

  • Bank of America

    Wealth Management Client Associate

    3 weeks ago

    Bank of America Grand Rapids, United States

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based we ...

  • Stifel Financial Corporation

    Client Service Associate

    2 weeks ago

    Stifel Financial Corporation Grand Rapids, United States

    A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfactio Client Service, Associate, Re ...

  • Stifel

    Client Service Associate

    2 weeks ago

    Stifel Grand Rapids, United States

    Summary · A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. · If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your care ...

  • Stifel

    Client Service Associate

    2 weeks ago

    Stifel Grand Rapids, United States

    Summary · The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailin ...

  • Independent Bank

    Part Time Floating Client Service Associate

    2 days ago

    Independent Bank Ionia, United States Part time

    **Be Proud, Be You, Be Independent**: · Are you looking to progress your career as a banking professional? · At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, i ...

  • Independent Bank Corporation

    Part Time Floating Client Service Associate

    2 days ago

    Independent Bank Corporation Ionia, United States Part time

    At Independent Bank, we recognize the importance of career growth, which is why we are proud to offer an exciting and fulfilling Career Path for all of our Retail Branch employees. Whether you're an experienced banking professional, or excited to begin a lucrative career in banki ...

  • New York Life and NYLIFE Securities

    Fast Track Insurance Partner

    2 weeks ago

    New York Life and NYLIFE Securities Grand Rapids, United States

    Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and hum ...

  • Clean Team

    Cleaning Associates

    2 weeks ago

    Clean Team Kentwood, United States

    **ARE YOU LOOKING FOR A FEW EXTRA $$$$? WE HAVE THE JOB FOR YOU** · **We currently have immediate openings for Cleaning Associates in GRAND RAPIDS **, Michigan.** · **Position Summary**: Cleaning Associates clean and maintain assigned area(s) to meet customer and client satisfact ...

  • Our Hope Association

    Program Coordinator

    2 weeks ago

    Our Hope Association Grand Rapids, United States

    Our Hope offers therapeutic Long-Term, counseling and education to guide women to recovery from alcoholism, addiction and the mental health and emotional conditions so often related to these diseases. A compassionate approach, a dignified home-like setting for treatment, and in w ...

  • Corporate Systems Associates, Inc.

    h12458-1 Benefit Counselor

    3 weeks ago

    Corporate Systems Associates, Inc. Grand Rapids, United States

    **Job ID: H Benefit Counselor** · **Life & Health Insurance License is REQUIRED** · **PLEASE NOTE: This is a 6 month contract** and needs to meet Client full-time conversion policies. Those dependent on a work permit sponsor now or anytime in the future (ie H1B, OPT, CPT, etc) do ...

  • Amway Grand Plaza Hotel

    Convention Services Manager

    2 weeks ago

    Amway Grand Plaza Hotel Grand Rapids, United States

    From comfortably casual to lavishly appointed, AHC Hospitality represents a diverse array of hotels, restaurants, and resorts. Our team members provide exceptional experiences that delight our guests at every touchpoint. Whether hosting a meeting for several hundred, serving a ta ...

  • STARR AND ASSOCIATES

    Case Manager

    2 weeks ago

    STARR AND ASSOCIATES Grand Rapids, United States

    Overview: · **Responsibilities**: · - Answer the phone to provide intake, information or referral. · - Retrieve, scan and attach mail. · - Maintain client files within case management software program. · - Support the Disability Representatives by reviewing medical records, reque ...

  • Chow Hound

    Pet Care Retail Sales Associate

    2 weeks ago

    Chow Hound Grand Rapids, United States

    **Chow Hound Pet Supplies** is currently hiring for a **full-time or part-time Pet Care Retail Sales Associate** to provide exceptional customer service to our guests in the **Grand Rapids, MI** area. This position earns a **competitive wage**. · In addition to **competitive pay* ...

  • Varnum LLP

    Billing Coordinator

    3 weeks ago

    Varnum LLP Grand Rapids, United States

    Varnum LLP is seeking a full-time Legal Billing Coordinator to join our accounting and finance department. · Responsibilities will primarily include processing client invoices, editing time entries on prebills, and responding to billing inquiries from attorneys and legal assistan ...

  • DJ's Landscape Management

    Landscape Design Estimator

    2 weeks ago

    DJ's Landscape Management Grand Rapids, United States

    **Landscape Design Estimator** · The Associate Estimator plays an important role supporting project and maintenance proposal creation to clearly communicate the scope of work to clients as well as specific instructions to production crews. · **Team Member Benefits** · - Competiti ...

  • Old National Bank

    Commercial Banking Spec

    2 weeks ago

    Old National Bank Grand Rapids, United States

    Overview: · - Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, an ...

  • Holtvluwer Law

    Associate Attorney

    3 weeks ago

    Holtvluwer Law Grand Rapids, United States

    **Company Overview**: We are a respected boutique law firm located in the vibrant city of Grand Rapids, Michigan, dedicated to providing personalized legal services in estate planning, probate, trust administration, and non-profit organizations. At Holtvluwer Law, we pride oursel ...

  • IQS Directory

    Office Manager

    3 weeks ago

    IQS Directory Grand Rapids, United States

    Industrial Quick Search is seeking an **Office Manager**. As a leading player in the industrial advertising industry, we are dedicated to providing exceptional services to our clients. · We are seeking a highly organized and detail-oriented **Office Manager** to join our team. Th ...

  • Acrisure

    Associate Manager, Cloud Services Engineering

    3 weeks ago

    Acrisure Grand Rapids, United States

    Job Title: Associate Manager, Cloud Services Engineering · - Department: Information Technology · - Location: Hybrid (Grand Rapids, MI), Remote · - About Acrisure · - Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial pr ...

  • Trace3

    Life Cycle Services Representative

    2 weeks ago

    Trace3 Grand Rapids, United States

    Who is **Trace3**? · Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive adva ...