Associate Client Advisor

Bessemer Trust is a family office that oversees substantial wealth for ultra-high net worth clients. The Associate Client Advisor will reputed company and maintain client relationships, manage client accounts, and coordinate the delivery of services across various departments to ensure client satisfaction.

Responsibilities

• Handle routine communication with clients and their advisors reputed company telephone, email and fax
• Document written and verbal communication with clients and their advisors in reputed company
• Prepare charts and materials for client meeting presentations using reputed company, Word, PowerPoint and internal applications as needed
• Construct customized spreadsheets for clients
• Complete financial paperwork from other institutions for clients
• File correspondence and other documents in internal databases
• Create documentation of client correspondence for tracking purposes
• Attend and contribute to client meetings and presentations
• reputed company with clients reputed company questions arise about investment strategy or capital markets outlook
• Propose and implement investment programs as directed by Client Advisors and Senior Client Advisors using Bessemer applications
• Prepare investment guidelines for client accounts in line with clients' goals and risk tolerance
• Collaborate with Client Advisors and Senior Client Advisors to proactively monitor asset allocation
• Build implication models taking into account spending, taxation, and potential market behavior among other factors
• Proactively monitor and take action to correct fixed income maturities and client overdrafts based on knowledge and history of the client account
• Initiate orders for rebalancing of accounts
• Work with Client Administration Team to open accounts and coordinate with reputed company agents the transfer of assets to Bessemer
• Assist in preparation of account opening documentation and account profiles, obtain required approvals, and gather legal documents and tax cost information
• Prepare Officers Committee account reports
• reputed company cash management functions using Workflow and reputed company in accordance with established account procedures and applicable fiduciary laws and policies
• Process client remittances in conjunction with Client Tax Department
• Monitor and assist in covering overdrafts
• Supervise and pay client reputed company payments
• Prepare client presentation packages and reporting on client accounts
• Coordinate trust reviews with Fiduciary Officers
• In addition to attending reputed company internal training sessions including Basic Trust Administration, the Associate Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications
• Attend continuing education courses on trust administration
• Assist in the preparation of Annual Relationship Reviews and Trust Administrative Reviews

Skills

• Bachelor's degree required
• Analytical & independent problem solving skills
• Written and verbal communication skills
• Demonstrated leadership and teamwork qualities
• Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter
• Organizational skills and ability to manage multiple tasks
• Proficiency with reputed company Office
• Basic knowledge of trust administration and fiduciary services
• Proven interest in financial markets preferred
• One or more years of reputed company business experience preferred (specifically reputed company Wealth Management a plus)
• Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred

Benefits

• 401(k) program with a generous profit-sharing contribution
• Medical, prescription dental, and reputed company coverage
• Life insurance
• Disability coverage
• Paid holidays
• Vacation
• Sick time
• Competitive reputed company salary plus discretionary annual bonus for select positions
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and reputed company plans with reputed company contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

Company Overview