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
- Coordinate ongoing communication with clients9 CPAs and attorneys to facilitate timely delivery of tax documents and other legal materials
- Manage proactive client outreach related to required minimum distributions (RMDs), ensuring accuracy and timeliness
- Track and coordinate periodic portfolio review meetings in partnership with the Advisor team
- 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
- 5-10 years of relevant experience, working within an RIA in a client service or operational capacity is preferred
- Bachelors degree, with a business/finance focus preferred
- Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain
- Proficiencyin 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
