Client Associate

A Private Advisor team within Rockefeller Global Family Office is seeking a highly detail‑oriented and process‑driven individual to join its growing team as a Client Associate. This role is focused on the accurate execution, administration, and operational support of client accounts, working closely with internal advisor team members and firm partners. The ideal candidate is meticulous, organized, and dependable, with a strong ability to manage complex workflows, reconcile activity across systems, and ensure accuracy in all aspects of account administration. Success in this role requires a high level of attention to detail, strong analytical and organizational skills, and a disciplined approach to task management in a regulated environment.