financial services specialist - Florham Park - beBee Financial

    beBee Financial
    beBee Financial Florham Park

    3 days ago

    Job title: Client Associate

    Description

    Client Service Professional

    About Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882, the company has evolved to offer strategic advice to high-net-worth individuals and families, institutions, and corporations from offices throughout the United States and London. The firm oversees $198 billion in client assets.

    A team within our Global Family Office business unit is seeking an experienced individual to join its growing team as a Client Associate. The Client Associate will work with Private Advisor team members and interact directly with high-net-worth clients. Key responsibilities include account opening and maintenance, transferring assets, completing investment documents, cash management, responding to client inquiries, managing life events, administrative work as needed.

    • Account opening and maintenance
    • Transferring assets
    • Completing investment subscription documents

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