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Client Operations Associate Rockefeller Capital Management - 3.0 Carmel, IN Job Details Full-time 20 hours ago Qualifications Opening bank accounts Electronic fund transfers Financial operations Customer communication Investment advisory support Wire transfer payment processing Microsoft Excel Treasury operations Investment performance monitoring Account maintenance Bachelor of Science Investment operations Bank transfers Processing cash transactions Performance Reporting Investment reports Series 66 Mid-level Series 7 Bachelor's degree Check payment processing Managing clients in a finance role Task prioritization Client services Investment account customer support Daily transaction recording Financial services Deposits Productivity software Handling account queries

Full 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 35 markets throughout the United States, as well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026.

Position:

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Operations Associate. The Client Operations Associate will partner closely with Private Advisor team members and interact directly with high-net-worth clients, serving as a key contributor to the client service and operational excellence of the practice. The ideal candidate is highly detail-oriented and demonstrates exceptional communication, organization, time management, problem-solving skills, and initiative. The candidate should be passionate about building a long-term career in client service and operations and be motivated by the opportunity to grow within the organization, with a potential path to leadership opportunities, as well as the ability to financially benefit from growth of the practice.

Responsibilities:

Provide broad-based administrative support to a high achieving, growth-focused wealth management team. Account opening and maintenance Transferring assets and money movement Completing investment subscription documents Cash management and cash balance oversight Assisting with client online access Responding to account activity and statement inquiries 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.) 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 Attend compliance and continuing education training sessions as required by regulatory agencies and the firm Additional duties as assigned

Qualifications:

2-5+ years prior client service experience within financial industry, or equivalent experience, preferred Series 7 & 66 licenses are preferred but not required. Candidates will have the opportunity to pursue and obtain these licenses as part of their professional development after joining the firm. BA/BS degree

Skills:

Strong interpersonal, communication, organizational, and client service skills Detail-oriented with ability to prioritize and organize workflow Experience with high-net-worth clients or private wealth management 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.