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Private Wealth Client Associate

Job in Florham Park, Morris County, New Jersey, 07932, USA
Listing for: Rockefeller Capital Management
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Florham Park, NJ, is seeking a Client Associate to join their Private Advisor team. The ideal candidate will excel in client service, have attention to detail, and be able to manage multiple tasks efficiently. Responsibilities include account opening, asset transfers, and ensuring top-notch client service. A BA/BS degree and prior client service experience in finance are preferred.

The role offers a competitive salary range of $65,000 to $80,000 along with a comprehensive benefits package.
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Position Requirements
10+ Years work experience
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