Client Operations Associate

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 33 markets throughout the United States, as well as an office in London.

The Firm oversees $224 billion in client assets as of June 30, 2026.

A Private Advisor team within our Rockefeller Global Family Office is seeking a motivated individual to join its growing practice as a Client Operations Associate.

In this role, you’ll work closely with the Private Advisor team to support the daily operational needs of the practice and ensure a seamless client experience.

The ideal candidate is technologically proficient, professional, and proactive.

They excel at managing complex operational tasks, anticipating needs, and resolving issues quickly and accurately while supporting the team with solutions focused approach.

• Manage aspects of calendars and phone lines by planning and scheduling meetings, conferences, teleconferences, and travel
• Work with supporting staff to print and prepare client presentations, marketing collateral and other important materials for client-related meetings
• Prepare client correspondence, obtain necessary management approvals, and transmit
• Responsible for submitting the team’s monthly Travel and Expense report via Concur
• Manage social media and marketing events
• Manage filing responsibilities, including creating, maintaining, organizing, and archiving documents in accordance with team and client recordkeeping needs
• Support billing responsibilities, including reviewing billing-related information, coordinating with internal partners, and helping ensure billing data is accurate and up to date
• Manage tax data by collecting, organizing, tracking, and maintaining relevant client tax information and related documentation with a high degree of accuracy and confidentiality
• Compile contact database to ensure contacts are accurate and up to date
• Assisting with client online access
• Oversee client insurance and annuities processing
• Completing investment subscription documents
• 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