Client Associate

A private wealth team within Rockefeller Global Family Office is seeking an experienced Client Associate to serve as a trusted operational and administrative partner to the advisory team. This role is best suited for a seasoned professional who excels at execution, values precision, and takes pride in delivering a high-touch client experience. The position is firmly Client Associate–focused, with responsibilities centered on operations, administration, and client service. In addition, the role includes select portfolio, trading, and analytical support under advisor direction, which is ideal for someone who enjoys understanding how portfolios work and who has a desire to contribute beyond pure processing, while remaining grounded in operational excellence....