About this role
Client Associate at Rockefeller Capital Management. Location: Birmingham, Michigan, United States. Role: Opening accounts, Transferring assets, Cash management Requirements: 1-3 years client service experience in financial industry; Series 7 and 66 preferred or willing to obtain; BA/BS degree; strong client service, communication, and MS Office skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, Microsoft PowerPoint, Microsoft Office, Concur, eMoney Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English