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Client Associate — Wealth Advisory
Job in
Springs, Suffolk County, New York, USA
Listed on 2026-02-01
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Location: Springs
A leading financial advisory firm located in Springs, New York is seeking a motivated Client Associate to support advisors in managing client relationships and delivering comprehensive financial planning solutions. The role requires strong organizational skills and the ability to prioritize tasks effectively. Responsibilities include preparing financial reports, liaising with teams to ensure compliance, and coordinating with clients and external professionals.
This position is ideal for candidates with a bachelor's degree and relevant client service experience. Competitive salary ranging from $65,000 to $70,000, plus benefits.
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Position Requirements
10+ Years
work experience
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