About this role
Client Associate at Rockefeller Capital Management. Location: Boston, Massachusetts, United States. Role: opening accounts, transferring assets, managing cash Requirements: Series 7 & 66 required, BA/BS degree required, 3-5 years client service experience in financial industry preferred; strong client-facing, organizational, and Microsoft Office skills; experience with eMoney or Addepar is a plus. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, Microsoft PowerPoint, Microsoft Office, eMoney, Addepar Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English