About this role
Client Associate at Rockefeller Capital Management. Location: Boston, Massachusetts, United States. Role: providing service, processing accounts, supporting operations Requirements: 1-3 years client service experience in finance preferred; BA/BS required; Series 7 & 66 strongly preferred or must obtain within six months; proficiency with Microsoft Excel and PowerPoint and experience with Envestnet/Wealthscape/Seismic/Addepar a plus. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, Microsoft PowerPoint, Envestnet, Wealthscape, Seismic, Addepar, Concur Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English