About this role
Client Associate at Rockefeller Capital Management. Location: Boston, Massachusetts, United States. Role: opening accounts, transferring assets, reconciling accounts Requirements: Series 7 & 66 required, BA/BS required, client service experience preferred (3-5 years), strong Microsoft Office skills (Excel, PowerPoint), experience with eMoney/Addepar a plus, strong communication and organization. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, Addepar Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English