A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Private Advisor team members and 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
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in the preparation of key documents and reports for client meetings
- Attend client meetings as necessary
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
Qualifications
- BA/BS degree
- At least 5 years of experience in the industry preferred
- Registered with Series 7 & 66 (or 7, 65 & 63)
- On-site position in Atlanta
Skills
- Works effectively within a collaborative, engaging, and fun team culture while maintaining professionalism and accountability
- Excellent client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
