Client Relationship Manager
Rockefeller Financial, Stamford, CT, United States
Client Relationship Manager
A Private Advisor team, located in our Stamford, CT office, is seeking a motivated individual to join our growing team. The Client Relationship Manager will work, in office, with team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role. Responsibilities
Assisting senior advisors in preparing deliverables and participating in client meetings Communicating with clients on both a scheduled and an ad hoc basis Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team Ongoing coordination with clients' CPAs and attorneys regarding balance sheet management Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities Qualifications
3-6 years of relevant experience, working within an RIA in a client service or operational capacity is preferred Bachelors degree, with a business/finance focus preferred Series 7 and 66 licenses required Proficiency in Microsoft Office suite Experience with Addepar & Tamarac Reporting, is a particular plus Skills
Strong interpersonal, organizational, and client service skills Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude Demonstrated initiative and ability to work independently Strong quantitative, qualitative, and technical skills Ability to prioritize tasks and meet deadlines Strong attention to detail and recognition of critical issues Compensation Range
The anticipated base salary range for this role is $70,000 to $125,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings. Disclosure
Rockefeller & 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"). Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
A Private Advisor team, located in our Stamford, CT office, is seeking a motivated individual to join our growing team. The Client Relationship Manager will work, in office, with team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role. Responsibilities
Assisting senior advisors in preparing deliverables and participating in client meetings Communicating with clients on both a scheduled and an ad hoc basis Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team Ongoing coordination with clients' CPAs and attorneys regarding balance sheet management Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities Qualifications
3-6 years of relevant experience, working within an RIA in a client service or operational capacity is preferred Bachelors degree, with a business/finance focus preferred Series 7 and 66 licenses required Proficiency in Microsoft Office suite Experience with Addepar & Tamarac Reporting, is a particular plus Skills
Strong interpersonal, organizational, and client service skills Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude Demonstrated initiative and ability to work independently Strong quantitative, qualitative, and technical skills Ability to prioritize tasks and meet deadlines Strong attention to detail and recognition of critical issues Compensation Range
The anticipated base salary range for this role is $70,000 to $125,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings. Disclosure
Rockefeller & 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"). Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.