{"id":1720415,"url":"https://alion.io/job/rockefeller-capital-management-client-operations-associate","title":"Client Operations Associate","company":{"id":704628,"name":"Rockefeller Capital Management","domain":"rockco.com","url":"https://alion.io/company/rockefeller-capital-management","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Carmel, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":37000,"max_usd":78000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2011},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-10-02T20:21:12Z","employer_posted_date":"2026-10-02","last_verified_at":"2026-10-13T04:19:53Z","board_verified":true,"closed_at":null,"days_open":10,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":10},"description":"About Rockefeller Capital Management\nRockefeller 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.\nPosition\nA 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.\nResponsibilities\nProvide broad-based administrative support to a high achieving, growth-focused wealth management team.\nAccount opening and maintenance \nTransferring assets and money movement \nCompleting investment subscription documents \nCash management and cash balance oversight\nAssisting with client online access \nResponding to account activity and statement inquiries \nHandle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions\nProcess new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved \nProcess all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.) \nReview daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy \nAttend compliance and continuing education training sessions as required by regulatory agencies and the firm \nAdditional duties as assigned \nQualifications\n2-5+ years prior client service experience within financial industry, or equivalent experience, preferred\nSeries 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.\nBA/BS degree\nSkills\nStrong interpersonal, communication, organizational, and client service skills \nDetail-oriented with ability to prioritize and organize workflow \nExperience with high-net-worth clients or private wealth management \nAbility to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions \nStrong Microsoft Office skills including Excel & PowerPoint \nDisclosure\nRockefeller & 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”).\nRockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.","description_format":"text","description_chars":4072,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Family Offices"],"lifecycle":[{"event":"open","at":"2026-10-02T20:21:12Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 5 · green card filings: 2","filings_12m":5,"filings_prev_12m":7,"green_card_filings_12m":2,"median_offered_wage_usd":152500,"route":null,"cap_exempt":false,"checked_at":"2026-10-03T21:08:04+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":73,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.816,"p_room":0.9,"age_days":10,"expected_fill_days":17,"reasons":["conf:1","velocity","win:mid","comp:junior"],"computed_at":"2026-10-13T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/rockefeller-capital-management-client-operations-associate","json_url":"https://alion.io/job/rockefeller-capital-management-client-operations-associate.json","meta":{"generated_at":"2026-10-13T05:57:54Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":9245,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704628},"rest":"https://alion.io/mcp/rest/get_company?id=704628"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Frockefeller-capital-management-client-operations-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Frockefeller-capital-management-client-operations-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Frockefeller-capital-management-client-operations-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/rockefeller-capital-management-client-operations-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Frockefeller-capital-management-client-operations-associate"}]}