Client Operations Associate - Rockefeller Capital Management

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 $133 billion in client assets as of March 31, 2024.

Position:

A Private Advisor Team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Operations Associate. The Client Operations Associate will actively support the Private Advisor team with various tasks related to client bookkeeping, accounting, and cash flow projection and budget reporting.

 

The Client Operations Associate will be responsible for prioritizing and completing daily deliverables for the Private Advisors and Client Associates, using the company’s proprietary portfolio accounting, and reporting software and other applicable systems. The Client Operations Associate will maintain client account reconciliations, verify data, and develop reports that explain complex cash flow projections, balance sheets, and partnership financials to clients. Handling issues of bookkeeping and financial reporting, such as bank account and credit card reconciliations, financial report creation and maintenance, performance reporting, and daily account monitoring, will be highly important in this role.

Responsibilities:

• Serve as back-up to other team Client Associates

• Maintaining accurate financial reports, including partnership financials, cash flow projections, complex budgets, etc.

• Organize and follow-up on regularly scheduled client meetings

• Execute special projects as assigned

• Liaise with other teams such as Operations, Technology, as well as external investment sponsors, to review daily processing of data in the relevant relationship accounts thus ensuring that reporting deliverables are accurate, complete, and timely

• Keep Private Advisor and Senior Associates apprised of the status of client relationships and related tasks; escalate client issues as appropriate

• Maintain and archive documents in an organized digital filing system

• Perform one-off financial research requests using third-party data and software, and internal systems

• Maintain a sense of ‘ownership and accountability’ for the clients the CA services; communicate clearly, maintain careful records, have attention to detail and follow compliance policies and procedures

• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.

• Use available technology to appropriately improve processes

• Gather and manage various forms of client data (i.e., tax information, investment information, etc.) to support the client team in the effective planning of client service strategy

Qualifications:

• Bachelor’s degree with a concentration in Finance or Accounting

• Working knowledge of QuickBooks software

• Previous experience in a complex and fast-paced office is preferred

• 1-2 years of work experience at a financial services firm preferred

Skills:

• Detail-oriented and resourceful with excellent organizational and project-management skills

• Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines

• Strong verbal and written communication skills

• General knowledge base of basic finance and investment principals is a plus

• High proficiency in Microsoft Office – Outlook, Word, Excel and PowerPoint

Compensation Range:

The anticipated base salary range for this role is $60,000 to $65,000. 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 careers.rockco.com 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”).

 

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.