Client Onboarding - Trenton - Rockefeller Financial

    Rockefeller Financial
    Rockefeller Financial Trenton

    6 days ago

    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 32 markets throughout the United States, as well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025.
    Position
    The Client Onboarding and Services Associate is responsible for executing day-to-day operational tasks related to client onboarding and servicing, including account approvals, maintenance requests, and other processing activities with accuracy and timeliness. This role requires strict adherence to established workflows and compliance standards while prioritizing assigned tasks and supporting the team during high-volume periods. We're looking for a proactive professional with exceptional problem-solving and data analysis skills and a passion for identifying automation opportunities to drive efficiency and innovation.
    Responsibilities
    • Responsible for reviewing client profile information from multiple sources and perform Business Process Manager document review, validation & retention for account review and maintenance items necessary to maintain customer records "in good order."
    • Subject Matter Expert on Rockefeller Platform applications including Wealthscape, BPM, Service Center, UAO, Envestnet, AOA, ASA, DocuPace.
    • Provide training expertise on all operational aspects of new account opening and maintenance.
    • Support on-boarding events of Private Advisor teams.
    • Facilitate the processing of strategy modifications and act as liaison between the third-party manager and advisor team for all Envestnet service requests.
    • Ability to communicate effectively with the client advisory and custodians alike regarding administrative issues surrounding account activity.
    • Handle various administrative functions that support the Investment and Compliance department.
    • Proactively seek pit and drive process improvements and automation opportunities.
    Qualifications
    • Bachelor's degree in finance, Mathematics, Computer Science or related field.
    • 5 years of experience in equity settlements or in back-office operations.
    • Familiarity with financial systems a plus. i.e. Bloomberg, Omgeo, CRM systems, On-line Portals, Performance Reporting.
    • Experience on various custodial platforms a plus.
    • Some experience with Python and other programming languages (e.g., JavaScript, C++) a plus. Some familiarity with data storage technologies like SQL or Cosmos DB, and exposure to AI tools such as Document Intelligence or coding assistants a plus.
    Skills
    • Individual should be equally proficient working in a team environment or as an individual contributor.
    • Should be goal driven with team success as a priority.
    • Eager to learn, work with a sense of urgency, multi-tasking, willing to work extended hours and flexible to change.
    • Individual must be extremely thorough, detail-oriented, organized, able to learn quickly and handle volume under pressure.
    Compensation Range
    The anticipated base salary range for this role is $80,000 to $90,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. 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").

  • Client Onboarding Coordinator

    20 hours ago

    Only for registered members Conshohocken

    We are pleased to announce an opening for the position of Client Onboarding Coordinator to join our team at · Manage the client onboarding process from the initial interaction through to the funding of their account · Facilitate communication between advisors, clients and extern ...

  • Client Onboarding Manager

    1 hour ago

    Only for registered members Howell Township

    A fast-growing technology firm in Howell Township is looking for a Client Onboarding Manager to lead a newly formed onboarding division. · Lead and develop the Project Technicians team · Allocate resources across fast‑moving onboarding projects · ...

  • Client Onboarding Coordinator

    10 hours ago

    Only for registered members Conshohocken, PA

    We are pleased to announce an opening for the position of Client Onboarding Coordinator to join our team at March Forward, a financial services firm specializing in comprehensive financial planning and wealth management. · ...

  • Client Onboarding Supervisor

    1 month ago

    Only for registered members Matawan

    +The Onboarding/Due Diligence Supervisor is responsible for performing and analyzing background checks,+lease summaries,+risk assessments,+and ongoing monitoring of customers to ensure compliance.+Key responsibilities include supervising the onboarding team,+weekly cross-departme ...

  • Sr Client Onboarding Manager

    1 month ago

    Only for registered members Philadelphia

    The Senior Client Onboarding Manager will oversee the onboarding of new plan sponsor retirement plans and manage relationships with plan sponsors, financial advisors, third-party administrators, and associated stakeholders. · ...

  • Int Client Onboarding Manager

    6 hours ago

    Only for registered members Philadelphia $64,000 - $80,000 (USD)

    We believe everyone deserves to live their best life.Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers. · ...

  • Mental Health Therapist

    3 days ago

    SonderMind Careers Trenton

    A Mental Health Therapist at SonderMind provides compassionate, flexible therapy services using innovative AI-powered tools to enhance client care and reduce administrative burdens. · Manage their own practice with the freedom to conduct sessions in person or via telehealth, supp ...

  • Helpdesk Associate

    3 weeks ago

    Only for registered members Trenton, NJ

    This is an early-career IT support role supporting frontline users in a structured helpdesk environment. · Respond to and resolve helpdesk tickets related to email, login issues, connectivity, password resets, and printers · Follow documented SOPs, ticket workflows, and escalatio ...

  • Business Development Manager

    1 month ago

    Only for registered members Trenton, NJ

    We are seeking a Sales Business Development Manager with a hunter mindset and proven success in generating new business. · Relationship-Builder First, Salesperson Second: You're in it for the long game. · Energetic and Self-Motivated: You thrive with autonomy. · Results-Oriented: ...

  • Travel Interventional Radiology Technologist - 3,120 per week

    2 days ago

    ARMStaffing Trenton

    We are seeking a qualified Interventional Radiology Technologist to provide excellent patient care in a fast-paced environment. · Perform interventional radiology procedures including but not limited to angiography embolization and ultrasound-guided biopsies. · Maintain equipment ...

  • Employee Benefits Junior Account Manager

    1 day ago

    Only for registered members Hamilton, NJ

    The Employee Benefits Junior Account Manager is responsible for managing and servicing a designated small-group book of business while delivering proactive, value-added services that improve client experience, retention, and account profitability. · ...

  • Registered Nurse

    3 weeks ago

    Only for registered members Trenton, NJ

    Jobsummary · FALL in Love with Your Next Client at BAYADA. Our Mercer County Office is interested in a Registered Nurse to join our Skilled Nursing team. · Graduation from an accredited and approved nursing program · A current nursing license in good standing in the state · CPR c ...

  • Commercial Insurance Account Manager

    6 days ago

    Only for registered members Hamilton, NJ

    +Job summary · Rue Insurance's Account Managers are trusted advisors that liaise between clients and insurance carriers to convey information and provide understanding. · +ResponsibilitiesManage the servicing responsibilities of a book of business. · Process client coverage renew ...

  • LPN Licensed Practical Nurse (Pediatric) - 500 SIGN ON BONUS

    1 month ago

    Only for registered members Trenton, NJ

    We provide one-to-one care in the home. · We value your clinical knowledge and respect the deep one-on-one bond you establish with the families you care for.Paid Time Off (PTO) and flexible schedule · Medical, Dental and Vision Coverage · 401k · ...

  • Junior Account Manager

    1 day ago

    Only for registered members Hamilton, NJ

    Rue Insurance's Junior Account Managers are a Trusted Advisor between the client and insurance carrier to convey information, ensure understanding, · and assure work is performed in an accurate timely manner. They are primarily responsible for working closely in a team environmen ...

  • Database Analyst

    1 month ago

    Only for registered members Trenton, NJ

    We seek a Database Analyst to design implement and support data architecture solutions that enable research and enforcement programs. · This is a contract hybrid role requiring 3 days onsite and 2 days remote. · Build manage ETL processes within the silver layer of the research d ...

  • Lottery Internship

    1 day ago

    Only for registered members Hamilton, NJ, NJ InternshipSHIP

    Mercadien has an immediate position opening for a Lottery Intern to work closely with one of Mercadien's clients, the New Jersey Lottery, at the NJ Lottery Headquarters in Lawrenceville. · ...

  • Licensed Practical Nurse-

    3 weeks ago

    Only for registered members Trenton, NJ

    New Year-New School Nursing Opportunities at BAYADA Our Mercer County NJ Office is interested in a Licensed Practical Nurse LPN who has a passion for pediatric care to join our Skilled Nursing team As a Pediatric school nurse you will provide individualized nursing care for a cli ...

  • Substitute School Nurse- Registered Nurse

    2 weeks ago

    Only for registered members Trenton, NJ

    +Join our school nursing team at BAYADA in Mercer County, NJ. · +Collaborate with school staff, family and healthcare providers. · +Weekly paychecks. · Flexible schedules that work for you. · ...

  • Account Manager

    6 days ago

    Only for registered members Hamilton Square, New Jersey, United States

    The position of Account Manager for the Group Captive Division will report directly to the Director of Account Management and will be responsible for the management and handling of all day to day activity with Stop Loss Accounts. · Manage all aspects of stop loss account activity ...

  • Seasonal Behavioral Technician (Mercer County, NJ) - 300 Sign-on Bonus

    5 days ago

    Only for registered members Trenton, NJ,

    We are seeking dedicated Seasonal Behavioral Technicians to join our Mercer County team. · Support children with developmental and intellectual disabilities in-home, in-community, and in-center. · ...

Jobs
>
Client onboarding
>
Jobs for Client onboarding in Trenton