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Private Client Associate - Financial Planning Support
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-15
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst -
Business
Financial Analyst
Job Description & How to Apply Below
A leading financial advisory firm is seeking a motivated Client Associate to support client relationship management and deliver financial planning solutions. Responsibilities include preparing detailed financial reports, liaising with teams for compliance, and managing account activities like onboarding new clients. The ideal candidate has 1-3 years of client service experience in finance, a business degree, and strong skills in Microsoft Office.
The compensation range is $70,000 to $75,000 annually, with additional benefits offered.
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Position Requirements
10+ Years
work experience
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