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 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, client meeting preparation, including, building and analyzing client financial statements, developing financial planning insights and running portfolio allocation and performance reports
- Collect financial data and documents from clients to build detailed client profiles
- Communicate with clients on both a scheduled and an ad hoc basis
- Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
- Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
- Ongoing coordination with clientsCPAs and attorneys regarding balance sheet management
- Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
- Document processes and routines critical to business
- Establish key partnerships with Rockefeller home office partners
- Lead special projects and team initiatives as directed
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 strongly preferred, or ability to obtain within 6 months of hire
- 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
