About this role
Client Associate at Rockefeller Capital Management. Location: Birmingham, Michigan, United States. Role: opening accounts, transferring assets, completing documents Requirements: 1-3 years client service experience in financial industry; Series 7 & 66 preferred; BA/BS degree. Category: Finance and Accounting Seniority: Mid Level Tools: Concur, Microsoft Office, Excel, PowerPoint, eMoney Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English