Private Client Associate Wealth Services & Growth

Rockefeller Financial

  • Boston, MA
  • 2 days ago

    Highlights

    You will interact directly with high-net-worth clients, provide top-tier client service, and support account administration, documentation, and reporting. Rockefeller Capital Management is seeking a Client Associate to join the Private Advisor team within Rockefeller Global Family Office.

    Numbers & Facts

    LocationBoston, MA

    Description

    Rockefeller Capital Management is seeking a Client Associate to join the Private Advisor team within Rockefeller Global Family Office. You will interact directly with high-net-worth clients, provide top-tier client service, and support account administration, documentation, and reporting.The role requires detail orientation, strong communication, and ability to manage multiple tasks in a fast-paced environment.#J-18808-Ljbffr

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