Client Relationship Manager

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.

About the role

A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Private Advisor 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

• Account opening and maintenance
• Transferring assets and money movement
• Completing investment subscription documents
• Cash management & RMDs
• Assisting with client online access
• Responding to account activity and statement inquiries
• Managing life events
• Administrative work as needed
• Provide top quality service to clients and complete administration of client accounts
• Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
• Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
• Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
• Prepare client correspondence, obtain necessary management approvals, and transmit
• 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
• Oversee client insurance and annuities processes
• Assist in the preparation of key documents and reports for client meetings
• Attend client meetings as necessary
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
• Additional duties as assigned

Requirements

• BA/BS degree
• At least 5 years of experience in the industry preferred
• Registered with Series 7 & 66 (or 7, 65 & 63)
• On-site position in Atlanta

Skills

• Works effectively within a collaborative, engaging, and fun team culture while maintaining professionalism and accountability
• Excellent client facing, interpersonal, organizational, and client service skills
• Detail-oriented with ability to prioritize and organize workflow