Jobs in the United States

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AD
Specimen Processor (Overnight Shift)
Antech Diagnostics
Orlando, FL
- $17.5 USD / hour
…practice information management software and related software and support; veterinary imaging and technology; veterinary professional education and training; and board-certified specialist…
Added 1 min ago
AD
Lab Generalist I (Overnight Shift)
Antech Diagnostics
Atlanta, GA
- $18.8 USD / hour
…practice information management software and related software and support; veterinary imaging and technology; veterinary professional education and training; and board-certified specialist…
Added 1 min ago
AD
Stat Lab - Lab Generalist I (Day Shift)
Antech Diagnostics
Grand Rapids, MI
- $20 USD / hour
…practice information management software and related software and support; veterinary imaging and technology; veterinary professional education and training; and board-certified specialist…
Added 1 min ago
Director of Technology Procurement
AutoNation Corporate Management, LLC
United States
The Director of Technology Procurement leads enterprise-wide technology category and sourcing strategies across Information Technology and technology-related requirements within other…
Added 1 min ago
Service Director- Ford Wolfchase
Dobbs Ford of Memphis, Inc.
United States
Experience and desire to work with technology
Added 1 min ago
Internet Sales Consultant - Land Rover White Plains
Auto Dealership VII, LLC
United States
The e-Commerce Sales Associate interacts with hundreds of customers – online, over the phone and in person – to help guide their vehicle purchase in our no-haggle sales environment.…
Added 1 min ago
Multi-Skill Operator/Lease Operator/Pumper - New Town
ConocoPhillips Company
United States
Associate's degree/Trade certification or higher in Production Technology, Process Technology, or other related technical field or foreign equivalent
Added 1 min ago
Project Engineer - IT
PrideStaff
Bend, OR
Education: Associate degree in Information Technology, Computer Science, or related field
Added 1 min ago
BC
Calibration Technician IV
Bausch+Lomb Companies Inc.
US-NY-Rochester, CA
- $24.5 to $33 USD / hour
High School Diploma or equivalent required. Associate degree in Instrumentation, Electronics, Engineering Technology, or a related technical field preferred.
Added 1 min ago
UG
Medical Assistant - Pediatrics
UnitedHealth Group
Briarcliff, NY
- $16 to $25 USD / hour
At Optum, you’ll have the clinical resources, data and support of a global organization behind you so you can help your patients live healthier lives. We believe you deserve an exceptional…
Added 1 min ago
C
Retail Sales Associate - Part Time
Curaleaf
255 Glen Cove Rd Carle Place, NY · Carle Place, NY
- $18 USD / hour
- Part-time
Comfort with technology and a willingness to learn new tools to support daily operations and customer engagement.
Added 2 mins ago
DO
Supervisor II
Department of Corrections & Rehabilitation
CA
- $7,872 to $9,781 USD / month
Under the direction of the Associate Director, Office of Civil Rights (OCR), the Supervisor II will manage and direct the day-to-day activities of the regional Supervisor Is. The Supervisor…
Added 2 mins ago
SS
Private Equity Fund Accounting & Administration, Senior Associate
State Street
Boston, MA · Princeton, NJ · Clifton, NJ · Berwyn, PA
- $52,000 to $94,120 USD / year
…financial reporting and day-to-day accounting and administrative support to premier real estate fund clients. Join this growing team that is passionate about building innovative solutions…
Added 2 mins ago
IS
Supply Chain Coordinator (Data and Excel)
INSPYR Solutions
Doral, FL
- $24 to $27 USD / hour
Role Overview: We are seeking a detail-oriented Supply Chain Coordinator to support the Sales Office through data management, forecasting, reporting, and business analysis. This role is…
Added 3 mins ago
LH
Accreditation Specialist
Lifepoint Health
Danville, VA
- $62,816 to $84,801 USD / year
…communities. As an Accreditation Specialist joining the team, you’ll support those that are in our facilities who are interfacing and providing care to our patients and community members to…
Added 3 mins ago
Associate Director, Client Media Solutions
Real Chemistry
Remote, United States
Real Chemistry Media is a healthcare-focused media, analytics, technology, and customer engagement organization dedicated to helping life sciences brands create more meaningful customer…
Added 3 mins ago
Associate, Client Services
Real Chemistry
Remote, United States
Real Chemistry Media is a fully integrated media, analytics, technology, and customer engagement organization that helps healthcare brands create meaningful, measurable connections with…
Added 3 mins ago
Special Education Para Assistant 3 HQ OYO EC Autism (30 hrs., Ends June 2027)
Washoe County School District
NV
Completed at least 48 semester hours of credit at an accredited college or university; or, obtained an associate's degree or higher degree from an accredited college or university; or,
Added 5 mins ago
FL
Customer Success Associate
Figure Lending
Charlotte, NC
- Up to $71,000 USD / year
…faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better…
Added 5 mins ago
Customer Success Associate
Figure Lending
Dallas, TX
We’re looking for driven, customer-focused teammates who are curious about innovative blockchain technology and financial services. As a Customer Success Associate (CSA), you’ll work in a…
Added 5 mins ago
Retail Warehouse Associate
Best Buy
Marina, CA
As a Retail Warehouse Associate, you’ll help us create great shopping experiences by keeping our sales floor stocked and preparing online orders to be shipped to customers’ homes. This…
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Retail Warehouse Associate
Best Buy
Lexington, KY
As a Retail Warehouse Associate, you’ll help us create great shopping experiences by keeping our sales floor stocked and preparing online orders to be shipped to customers’ homes. This…
Added 5 mins ago
Retail Warehouse Associate
Best Buy
Findlay, OH
As a Retail Warehouse Associate, you’ll help us create great shopping experiences by keeping our sales floor stocked and preparing online orders to be shipped to customers’ homes. This…
Added 5 mins ago
Retail Sales Associate
Best Buy
Oswego, IL
As a Retail Sales Associate, you’ll be the face of Best Buy for customers who visits our stores. We’ll train you with the skills and knowledge you need to confidently recommend the right…
Added 5 mins ago
Retail Sales Associate
Best Buy
Lexington, KY
As a Retail Sales Associate, you’ll be the face of Best Buy for customers who visits our stores. We’ll train you with the skills and knowledge you need to confidently recommend the right…

Rockefeller Capital Management

Client Operations Associate

Chicago, IL, United States

The anticipated base salary range for this role is $45,000 to $90,000.

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Job details

Pay: The anticipated base salary range for this role is $45,000 to $90,000.
Apply by: Nov 3, 2027
Posting language: English
Posted: Nov 3, 2024

Original job description

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 Client Operations Associate. The Client Operations Associate will actively support the Private Advisor team with various tasks related to client account operational activity, asset allocation and account oversight, and reporting.

The Client Operations Associate will be responsible for prioritizing and completing daily deliverables for the Private Advisors and Client Associates, using the company’s proprietary portfolio accounting and reporting software and other applicable systems. The Operations Associate will maintain client accounts, verify data, and develop reports that explain complex asset allocation, performance, and risk management concepts to clients. Handling issues of account management, such as new relationships, trading, investment subscription documents, and daily account activity, will be highly important in this role.

Responsibilities

Provide high-quality client service, responding to inquiries, coordinating meetings, managing expectations, and escalating requests as appropriate.
Support account opening, maintenance, investment subscriptions, wires, journals, cash activity, and other account administration.
Prepare client reporting, performance reports, financial planning materials, presentations, and other client deliverables.
Assist with financial planning, projections, investment research, and ad hoc client requests.
Gather and maintain client data, including tax, investment, contact, and account information, ensuring records remain accurate and organized.
Coordinate with Private Advisors, Client Associates, Operations, Technology, and external investment partners to ensure accurate and timely client deliverables.
Prepare and organize materials for client meetings, including presentations, marketing collateral, and supporting documentation.
Manage calendars, meetings, travel arrangements, expenses, events, phone coverage, and other administrative needs for the team.
Maintain organized client documentation, databases, and filing systems while adhering to confidentiality and compliance requirements.
Utilize CRM platforms, Tamarac, LinkedIn, and other available technology to support client servicing and improve internal processes.
Keep Private Advisors and senior team members informed of client activity, outstanding requests, and issues requiring escalation.
Serve as backup to other Client Associates and support special projects and additional team needs as assigned.

Qualifications

Bachelor’s degree preferred
Previous experience in a complex and fast-paced office is preferred
Previous work experience at a financial services firm with Executive support desire

Skills

Excellent interpersonal and communication skills to interact with external clients and multiple levels of staff and management
Detail-oriented and resourceful with excellent organizational and project-management skills
Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines
Strong verbal and written communication skills
General knowledge base of basic finance and investment principals is a plus
High proficiency in Microsoft Office – Outlook, Word, Excel and PowerPoint
Strong work ethic and a hunger to continuously grow and improve

Compensation Range

The anticipated base salary range for this role is $45,000 to $90,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

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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Skills

Communication skills
Project management
Multitask
Microsoft Office Outlook
Microsoft Word
Microsoft Excel
Microsoft PowerPoint

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