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 clients9 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
- 5+ 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 and 66 licenses required
- 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
