Rockefeller Capital Management
Client Relationship Manager
Rockefeller Capital Management, Bridgeport, Alabama, United States, 35740
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Client Relationship Manager
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Rockefeller Capital Management Join to apply for the
Client Relationship Manager
role at
Rockefeller Capital Management Get AI-powered advice on this job and more exclusive features. 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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024. 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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.
Position
An Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager.The Client Relationship Manager will work withour Rockefeller Global Family Office Team membersand 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
Assisting senior advisors in preparing deliverables and participating in client meetings Communicating with clients on both a scheduled and an ad hoc basis Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team Ongoing coordination with clients’ CPAs and attorneys regarding balance sheet management Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
Qualifications
3-6 years of relevant experience, working in a client service or operational capacity is preferred Bachelors degree, with a business/finance focus preferred Series 7 and 66 licenses preferred, or willingness to obtain within 6 months Proficiency in Microsoft Office suite
Skills
Strong interpersonal, organizational, and client service skills Ability to work well under pressure and handle multiple priorities while maintaining a positive` and productive attitude Demonstrated initiative and ability to work independently Strong quantitative, qualitative, and technical skills Ability to prioritize tasks and meet deadlines Strong attention to detail and recognition of critical issues
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. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Rockefeller Capital Management by 2x Get notified about new Client Relationship Manager jobs in
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Client Relationship Manager
role at
Rockefeller Capital Management Join to apply for the
Client Relationship Manager
role at
Rockefeller Capital Management Get AI-powered advice on this job and more exclusive features. 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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024. 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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.
Position
An Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager.The Client Relationship Manager will work withour Rockefeller Global Family Office Team membersand 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
Assisting senior advisors in preparing deliverables and participating in client meetings Communicating with clients on both a scheduled and an ad hoc basis Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team Ongoing coordination with clients’ CPAs and attorneys regarding balance sheet management Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
Qualifications
3-6 years of relevant experience, working in a client service or operational capacity is preferred Bachelors degree, with a business/finance focus preferred Series 7 and 66 licenses preferred, or willingness to obtain within 6 months Proficiency in Microsoft Office suite
Skills
Strong interpersonal, organizational, and client service skills Ability to work well under pressure and handle multiple priorities while maintaining a positive` and productive attitude Demonstrated initiative and ability to work independently Strong quantitative, qualitative, and technical skills Ability to prioritize tasks and meet deadlines Strong attention to detail and recognition of critical issues
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. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Rockefeller Capital Management by 2x Get notified about new Client Relationship Manager jobs in
Bridgeport, PA . Client Relationship Lead, King of Prussia PA
Client Service Account Manager - Healthcare Payments - Vice President
Philadelphia, PA $136,890.00-$209,200.00 3 weeks ago Sales & Service Manager - King of Prussia
Philadelphia, PA $60,000.00-$100,000.00 1 month ago Warrington, PA $74,900.00-$103,000.00 2 days ago Philadelphia, PA $66,640.00-$78,400.00 1 week ago Perkasie, PA $50,000.00-$65,000.00 5 months ago Regional Sales Manager - Eastern U.S. Territory (DE, MD, PA, VA, WV, NY)
Philadelphia, PA $80,000.00-$90,000.00 2 days ago Commercial Lines Account Manager (Large Lines-Remote in NY only)
Philadelphia, PA $100,000.00-$110,000.00 1 week ago Staff Product Manager, Consumer Account Management
Lansdale, PA $85,000.00-$120,000.00 2 weeks ago Hotel Self-Parking Manager - Philadelphia, PA
Philadelphia, PA $60,000.00-$70,000.00 1 week ago Hotel Self-Parking Manager - Philadelphia, PA
Philadelphia, PA $60,000.00-$70,000.00 1 week ago REMOTE Business Development Manager - Force Measurement
Conshohocken, PA $100,000.00-$200,000.00 1 day ago Greater Philadelphia $100,000.00-$130,000.00 2 weeks ago Business Development Manager - B2B Outside Sales - Restoration/Construction
Business Development Manager - B2B Outside Sales - Restoration/Construction
Senior Account Manager Employee Benefits
King of Prussia, PA $125,000.00-$145,000.00 1 week ago Business Relationship Manager I- Officer
Business Relationship Manager I- Officer
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr