Client Operations Associate - Atlanta, GA - ROCKEFELLER CAPITAL MANAGEMENT

    ROCKEFELLER CAPITAL MANAGEMENT
    ROCKEFELLER CAPITAL MANAGEMENT Atlanta, GA

    1 week ago

    $45,000 - $75,000 (USD) per year *
    Description

    Client Operations Associate Role

    We are seeking a motivated Client Operations Associate to join our Private Advisor team within the Rockefeller Global Family Office.

    About the Role

    • Support the day-to-day operational needs of the practice, ensuring a seamless client experience
    • Manage complex operational tasks, anticipating needs and resolving issues quickly and accurately

    Responsibilities:

    1. Manage calendars, phone lines and scheduling meetings conferences teleconferences travel
    2. Prepare client correspondence presentations marketing collateral for client-related meetings
    3. Submit monthly Travel Expense report via Concur
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    4. Create maintain archive documents in organized filing system
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      < li >Compile contact database ensure contacts accurate up date/li>
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