About this role
Client Associate at Rockefeller Capital Management. Location: Atlanta, Georgia, United States. Role: opening accounts, processing transactions, preparing reports Requirements: 3+ years client service experience in financial services preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS degree; strong client-facing, organizational, and Microsoft Office skills; Concur and eMoney experience a plus. Category: Finance and Accounting Seniority: Mid Level Tools: Concur, Microsoft Excel, Microsoft PowerPoint, eMoney Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English