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Added 2 mins ago
VH
Health Technician (Telehealth Clinical) (FLOAT)
Veterans Health Administration
San Antonio, TX
- $41,334 to $59,898 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 2 mins ago
VH
Assistant Nurse Manager- Sterile Processing
Veterans Health Administration
Oklahoma City, OK
- $75,766 to $140,903 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 5 mins ago
VH
Advanced Diagnostic Radiologic Technologist MR
Veterans Health Administration
Charleston, SC · Savannah, GA
- $71,651 to $96,613 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 5 mins ago
VH
Registered Nurse - Acute Care
Veterans Health Administration
Northport, NY
- $98,819 to $168,074 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 6 mins ago
Warehouse Associate II
Fisher Scientific Company L.L.C.
Denver, CO
…bonding and 8 weeks for caregiver leave), accident and life insurance, and short- and long-term disability in accordance with company…
Added 8 mins ago
VH
Registered Nurse- Mental Health
Veterans Health Administration
Northport, NY
- $98,819 to $168,074 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 8 mins ago
US
Child and Youth Program Assistant CY-01/02
United States Army Installation Management Command
West Point, NY
- $19 to $26 USD / hour
Completion of Skill Level DoW standardized training courses OR Child Development Associate (CDA) or Military School-Age (MSA) Credential OR 12 semester hours of college credit in early…
Added 10 mins ago
VH
Registered Nurse-(PACT)-Fort Worth- EDRP Approved
Veterans Health Administration
Fort Worth, TX
- $78,714 to $181,738 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 10 mins ago
VH
Registered Nurse - Intensive Care Unit
Veterans Health Administration
Syracuse, NY
- $81,520 to $136,339 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 10 mins ago
VH
Psychology Program Manager - SDTP Associate Director for Residential Programs
Veterans Health Administration
Houston, TX
- $180,509 to $228,000 USD / year
The purpose of the Substance Disorders Treatment Program (SDTP) Associate Director for residential treatment programs is to provide independent clinical administration of the SDTP program…
Added 16 mins ago
VH
RN - Staff - Emergency Dept./Urgent Care
Veterans Health Administration
Indianapolis, IN
- $72,199 to $126,893 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 18 mins ago
VH
Registered Nurse - Critical Care
Veterans Health Administration
Columbia, SC
- $80,126 to $145,031 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 18 mins ago
VH
RN Staff-Inpt-Med/Surg
Veterans Health Administration
Togus, ME
- $79,904 to $139,497 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 18 mins ago
VH
Utilization Management Nurse Manger
Veterans Health Administration
New Orleans, LA
- $73,741 to $139,549 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 19 mins ago
Medical Assistant - CARE INTEGRATION
Providence
Lubbock, TX
…assigned patients. A Medical Assistant performs all aspects of the Associate Medical Assistant role and is fully competent in the clinical needs/functions for assigned clinic/location of…
Added 20 mins ago
Desktop Support Specialist I
Cable One, Inc.
Phoenix, AZ
Added 27 mins ago
US
Child and Youth Program Assistant CY-01/02
United States Army Installation Management Command
Joint Base Lewis-McChord, WA
- $19 to $25 USD / hour
Completion of Skill Level DoW standardized training courses OR Child Development Associate (CDA) or Military School-Age (MSA) Credential OR 12 semester hours of college credit in early…
Added 30 mins ago
VH
Diagnostic Radiologic Technologist
Veterans Health Administration
Minneapolis, MN
- $63,084 to $105,472 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 30 mins ago
VH
Diagnostic Radiologic Technologist - Computed Tomography (CT)
Veterans Health Administration
Minneapolis, MN
- $87,616 to $113,908 USD / year
Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement)
Added 30 mins ago
CR
Spa Operations Specialist (Part Time)
Canyon Ranch
Spicewood, TX
- From $21 USD / hour
- Part-time
Hold a high school diploma or equivalent; an associate degree or specialized training in hospitality, business, or a related discipline is preferred.
Added 30 mins ago
Operations & Maintenance Mgr
Constellation Energy Generation, LLC.
Pine Bluff, AR
…benefits, including robust wellbeing programs; disability and life insurance benefits; paid time off for vacation, holidays, and sick days; and much…
Added 33 mins ago
CODE ENFORCEMENT OFFICER III
City of Stonecrest
Stonecrest, GA
Requires a high school diploma (associate degree in criminal justice, zoning, urban planning, or related field is preferred), and the equivalent of two years of experience in code…
Added 33 mins ago
CODE ENFORCEMENT OFFICER I
City of Stonecrest
Stonecrest, GA
Requires a high school diploma (associate degree in criminal justice, zoning, urban planning, or related field is preferred), and the equivalent of two years of experience in code…
Added 33 mins ago
CA
ACCOUNTANT
Customs and Border Protection
Indianapolis, IN
- $50,930 to $80,991 USD / year
Added 33 mins ago
CA
Financial Program Specialist
Customs and Border Protection
Indianapolis, IN
- $50,930 to $80,991 USD / year

Closed listing

Rockefeller Capital Management

Client Associate

Grand Rapids, MI, United States

This opening has closed.

The original listing is kept below for reference.

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Job details

Closing date: Nov 2, 2027
Posting language: English
Posted: Nov 2, 2026

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Original job description

Archived listing. The details below describe a past opening.

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 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.

Position

A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The Senior Client Associate 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
Generate expense reports for submission using Concur
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.)
Support marketing efforts by promoting client seminars and events
Offer administrative and office management support to the team
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 preparation of key documents, PowerPoint presentations and reports for client meetings
Attend client meetings as necessary and present client performance
Complete necessary filing and maintain client files
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 2 years of experience in the industry preferred
Registered with Series 7 & 66 (or 7, 65 & 63)

Skills

Excellent client facing, interpersonal, organizational, and client service skills
Detail-oriented with ability to prioritize and organize workflow
Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
Strong Microsoft Office skills including Excel & PowerPoint

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.

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