About this role
Client Associate at Rockefeller Capital Management. Location: Chesterfield, Missouri, United States. Role: opening accounts, transferring assets, reconciling accounts Requirements: 3+ years client service experience in financial services preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS degree; strong Microsoft Excel/PowerPoint skills; experience with Concur and eMoney 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