Client Associate - San Antonio

Only for registered members San Antonio, United States

1 week ago

Default job background
Full time

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.


Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Work in company

    Client Associate

    Only for registered members

    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. · ...

    San Antonio

    1 week ago

  • Work in company

    Client Associate

    Only for registered members

    We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive.Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, · The work you do here creates meaningful change for businesses and ...

    San Antonio

    1 week ago

  • Work in company

    Client Service Associate

    Only for registered members

    We are seeking a dedicated and motivated Client Service Associate to join our San Antonio team. This role is ideal for individuals who are passionate about providing outstanding client support and contributing to a high-performing service environment. · ...

    San Antonio $49,000 - $54,000 (USD) Full time

    1 month ago

  • Work in company

    Senior Client Associate

    Only for registered members

    A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention ...

    San Antonio

    1 week ago

  • Work in company

    Client Sales Associate

    Only for registered members

    We're seeking an energetic Client Sales Associate to join our team and work directly with consumers. · Engage with prospective residential customers in a friendly and informative manner · Complete all sales and ensure the brand is represented in a manner that aligns with company ...

    San Antonio, TX

    6 days ago

  • Work in company

    Client Service Associate

    Only for registered members

    +We are seeking a Client Service Associate to serve as a key point of contact between our clients and internal teams. · +Serve as a primary contact for client inquiries and service requestsMaintain clear and professional communication with clients and internal teamsAssist in mana ...

    San Antonio $50,000 - $54,000 (USD) Full time

    2 weeks ago

  • Work in company

    Client Service Associate

    Only for registered members

    The Client Service Associate CSA is critical in working directly under the COO alongside Financial Advisors. · Responding to clients emails letters and phone callsHandling client transactional requestsSolving client related problemsProviding trade instructions to trade teamsSched ...

    San Antonio, TX

    1 week ago

  • Work in company

    Client Service Associate

    Only for registered members

    We are seeking a dedicated and motivated Client Service Associate to join our San Antonio team. · This role is ideal for individuals who are passionate about providing outstanding client support and contributing to a high-performing service environment. · The Client Service Assoc ...

    San Antonio, TX

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    We are seeking a Client Service Associate to serve as a key point of contact between our clients and internal teams. · ...

    San Antonio, TX, USA

    1 week ago

  • Work in company

    Client Services Associate

    Only for registered members

    The Client Services position assists the Financial Advisor with various administrative tasks and provides clients with quality service. · Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries · Schedule and coordinate m ...

    San Antonio

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    Beloform Craft is seeking a Client Service Associate to serve as a key point of contact between clients and internal teams. · ...

    San Antonio

    1 week ago

  • Work in company

    Registered Client Associate

    Only for registered members

    We're looking for someone like that who can provide operational and administrative support to Financial Advisors · Provide the team with a detailed calendar of activities · ,- SIE, series 7 and 66 licenses- ideally 3-5 years of experience in client service, within the finance sec ...

    San Antonio

    1 month ago

  • Work in company Remote job

    Client Relations Associate

    Only for registered members

    This role starts as part-time hours per week, Monday-Friday). The Client Success Representative will be the first point of contact for real estate agents exploring a commission advance. You'll guide clients through the application and onboarding process, · help them submit accura ...

    San Antonio, TX

    3 weeks ago

  • Work in company

    Senior Client Associate

    Only for registered members

    A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. · ...

    San Antonio Full time

    1 week ago

  • Work in company

    Private Client Associate

    Only for registered members

    Deliver and cultivate exceptional service to high-net worth individuals and their families. · ...

    San Antonio Full time

    1 month ago

  • Work in company

    Client Associate

    Only for registered members

    We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. · ...

    San Antonio Full time

    1 week ago

  • Work in company

    Private Client Associate

    Only for registered members

    Deliver & cultivate exceptional service to high-net worth individuals, their families, trusts, foundations and businesses. · ...

    San Antonio, TX

    1 month ago

  • Work in company

    Senior Client Relationship Associate

    Only for registered members

    We are seeking a San Antonio based Client Relationship Associate to join our Client Services Department in Global Technology & Operations. · Answering calls from AB shareholders and investment professionals. · Processing account transactions and updates. · ...

    San Antonio Full time

    1 day ago

  • Work in company

    Senior Client Service Associate

    Only for registered members

    Mission Financial Planners LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational efficiency. · ...

    San Antonio Full time

    1 week ago

  • Work in company

    Senior Client Service Associate

    Only for registered members

    Mission financial planners llc is seeking a senior client service associate who will play a pivotal role in driving the firms growth and operational efficiency this individual will focus on optimizing internal workflows identifying opportunities to delegate or outsource tasks and ...

    San Antonio, Texas, United States

    6 days ago