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    Client Associate - Los Angeles, United States - Rockefeller Financial

    Rockefeller Financial
    Rockefeller Financial Los Angeles, United States

    2 weeks ago

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    Description

    About Rockefeller Capital Management:
    Rockefeller Capital Management is a leading independent financial advisory firm

    providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.


    Formed in 2018 following the acquisition of Rockefeller & Co., Inc., the firm is rapidly extending its historic brand into contemporary markets.

    Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets.


    Position:


    A Private Advisor team?within our Rockefeller Global Family Office business 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:
    Provide top quality service to clients and complete administration of client accounts
    Account opening and maintenance
    Completing investment subscription documents
    Assist with construction of client financial planning forecasts

    Act as point of contact for existing and newly onboarded Family Office clients, maintaining relationships with the local PWA team and Family Office.

    Perform Industry and Macro analysis to better inform the fundamental portfolio decisions and understand the operating and competitive environment of investments and prospective investments.

    Handle operational aspects of client accounts including reporting on account holdings and investment performance.
    Assist with client online access
    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
    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
    Oversee client insurance and annuities processes
    Assist in Document follow up and scheduling calls and reviews.
    Complete necessary filing and maintain client files
    Managing life events
    Additional duties as assigned


    Qualifications:
    3+ years prior client service experience within financial industry, or equivalent experience
    BA/BS degree preferred
    Series 7 & 66 (or 63/65) preferred
    CFP or similar experience preferred


    Skills:
    Excellent client facing, interpersonal, organizational, and client service skills
    Detail-oriented with ability to prioritize, meet deadlines and organize workflow
    Strong work ethic and analytical skills, particulary in Microsoft Excel
    Fundamental understanding of financial markets and wealth management industry
    Desire to consistently deliver superior finished product
    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
    Advanced reporting preferred


    Compensation Range:
    The anticipated base salary range for this role is $75,000 to $95,000.

    Base salary for the role will depend on several factors, including a candidates qualifications, skills, competencies, and experience, and may fall outside of the range shown.

    In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit to learn more about additional opportunities and benefits offerings.

    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.

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