Client Advisor

2 weeks ago

Atlanta, United States Bessemer Trust Full time

Job Summary:

The Client Advisor is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations. The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory.

Responsibilities:

Client Service

* Communicate with clients and their advisors regularly. Provide timely and thorough response.
* Attend client meetings, document issues discussed and coordinate follow up.
* Oversee preparation of client meeting materials. Create custom reports proactively and as requested.
* Document client information and communications in Salesforce.

Account Administration

* Oversee account opening and closing procedures and review related documents.
* Oversee account transactions and reporting.
* Review and be comfortable with client wills, trusts and governing documents and their application to client account administration. Establish necessary automated reminders and follow through.
* Coordinate with Bessemer fiduciary counsel as needed to ensure administration is in accordance with governing documents.
* Prepare Annual Relationship Reviews and assure that all accounts comply with all regulatory requirements.

Investment Management

* Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition.
* Monitor daily internal reports and work with account team to resolve any issues, such as overdrafts.
* Coordinate client requests for funds including regular disbursements.
* Prepare asset allocation simulation modeling.

Trust Administration

* Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.
* Make required distributions from trusts and foundations.
* Coordinate annual unitrust payments and private foundation grant payments with tax department.
* Process gifts to charity and family. Prepare and send Crummey letters as appropriate.
* Coordinate with tax department (or clients outside tax preparers) on reporting gifts to, and use of GST exemption on gift tax returns for, irrevocable trusts.
* Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums.
* Other duties and responsibilities as assigned.

Qualifications:

* Bachelors degree in a relevant field and ideally 4-7 years of related business experience.
* Excellent writing and presentation skills.
* Demonstrated leadership and teamwork qualities.
* Ability to organize, complete multiple tasks within deadlines and complete accuracy.
* Series 7, Series 63 license desired. CTFA, CFP or CFA is a plus.
* Ideally, proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.

  • Client Advisor

    1 month ago

    Atlanta, United States Bessemer Trust Full time

    Job Summary: The Client Advisor is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations. The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization,...

  • Associate Client Advisor

    5 days ago

    Atlanta, United States Bessemer Trust Full time

    Job Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

  • Seasonal Client Advisor

    2 weeks ago

    Atlanta, United States Tiffany & Co. Full time

    SEASONAL CLIENT ADVISOR Tiffany & Co. Seasonal Client Advisor will deliver a special and unique experience while welcoming and connecting with clients during the holiday season. Working alongside the team, they are an excellent communicator and posit Client Advisor, Seasonal, Advisor, Brand Ambassador, Hospitality, Retail, Banking, Client

  • Client Advisor

    2 months ago

    Atlanta, United States Dolce & Gabbana Full time

    Dolce & Gabbana, a leader in the world of luxury fashion, has an exceptional career opportunity available at our Atlanta Phipps Plaza Boutique . We are seeking an exceptional Client Advisor  with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand.  Main activities and Responsibilities:  ...

  • Client Advisor- Atlanta

    5 days ago

    Atlanta, United States Valentino Full time

    WHY WORK FOR VALENTINO A career in Maison Valentino is your chance to grow in a reality where business and creativity meet and thrive in an inclusive, and open-minded community. WHAT WE BELIEVE IN Maison Valentino believes in a colleague-centric approach, where our contribution and behaviors as individuals are the secret of our success as a community....

  • Client Advisor, Contemporary

    2 weeks ago

    Atlanta, United States Neiman Marcus Group Full time

    Client Advisor, Contemporary - Atlanta-() Description Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and...

  • Seasonal Client Advisor

    2 weeks ago

    Atlanta, United States Tiffany & Co. Full time

    SEASONAL CLIENT ADVISOR Tiffany & Co. Seasonal Client Advisor will deliver a special and unique experience while welcoming and connecting with clients during the holiday season. Working alongside the team, they are an excellent communicator and positive brand ambassador, helping to convey memorable experiences for our clients using the Tiffany touch: their...

  • Senior Client Advisor

    2 weeks ago

    Atlanta, United States Moncler Full time

    POSITION OVERVIEW:Moncler Selling Ceremony and always achieves excellent sales results. Senior Client Advisors (SCA) are natural relationship builders with outstanding commercial ability, guiding each client through the brand's values and heritage, gaining a strong understanding of their needs and creating long-term value for clients and the company. The...

  • Senior Client Advisor

    2 months ago

    Atlanta, United States Moncler Full time

    POSITION OVERVIEW:Moncler Selling Ceremony and always achieves excellent sales results. Senior Client Advisors (SCA) are natural relationship builders with outstanding commercial ability, guiding each client through the brand's values and heritage, gaining a strong understanding of their needs and creating long-term value for clients and the company. The...

  • Client Advisor, Atlanta

    3 weeks ago

    Atlanta, United States Zimmermann Company Full time

    An opportunity exists for an experienced Client Advisor to join the retail team in our Phipps Plaza Atlanta boutique. The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and exceptional communication skills. Previous experience in luxury fashion is...

  • Client Advisor, Full Time

    2 days ago

    Atlanta, Georgia, United States FERRAGAMO USA, Inc. Full time

    OUR HERITAGE AND PASSION TO EMPOWER YOUR TALENT AND CREATIVITY Salvatore Ferragamo S.p.A. is the parent Company of the Salvatore Ferragamo Group, one of the world's leaders in the luxury industry and whose origins date back to 1927. Under the creative direction of Maximilian Davis, FERRAGAMO is re-envisioning it's Italian house by providing a bold new cool...

  • Client Advisor, Atlanta

    4 weeks ago

    Atlanta, United States Zimmermann Company Full time

    An opportunity exists for an experienced Client Advisor to join the retail team in our Phipps Plaza Atlanta boutique. The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and exceptional communication skills. Previous experience in luxury fashion is...

  • Client Advisor, Atlanta

    3 days ago

    Atlanta, Georgia, United States Zimmermann Full time

    An opportunity exists for an experienced Client Advisor to join the retail team in our Phipps Plaza Atlanta boutique.The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and exceptional communication skills. Previous experience in luxury fashion is...

  • Associate Client Advisor- Commercial Property

    1 week ago

    Atlanta, United States Marsh & McLennan Companies Full time

    Customer and client expectations are constantly evolving. Companies are merging at historic rates. Technology is developing faster than the market can keep up with. So what competitive advantage is left? The answer: People. At Marsh, our people are t Client Advisor, Commercial, Associate, Advisor, Property, Client Relations, Business Services

  • Client Advisor, Atlanta

    4 weeks ago

    Atlanta, United States Zimmermann Full time

    An opportunity exists for an experienced Client Advisor to join the retail team in our Phipps Plaza Atlanta boutique.The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and exceptional communication skills. Previous experience in luxury fashion is...

  • Client Advisor, Atlanta

    4 weeks ago

    Atlanta, United States Zimmermann Full time

    An opportunity exists for an experienced Client Advisor to join the retail team in our Phipps Plaza Atlanta boutique.The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and exceptional communication skills. Previous experience in luxury fashion is...

  • Client Advisor Manager

    1 week ago

    Atlanta, United States Moncler Full time

    POSITION OVERVIEW:The Client Advisor Manager strives to reach excellence in business performance and key qualitative objectives always going beyond expectations, inspiring, managing and coaching the team.RESPONSIBILITIES: Support the creation of a genuine, attentive and long-lasting relationship with the clients, based on listening, meeting and exceeding...

  • Client Advisor Manager

    2 months ago

    Atlanta, United States Moncler Full time

    POSITION OVERVIEW:The Client Advisor Manager strives to reach excellence in business performance and key qualitative objectives always going beyond expectations, inspiring, managing and coaching the team.RESPONSIBILITIES: Support the creation of a genuine, attentive and long-lasting relationship with the clients, based on listening, meeting and exceeding...

  • Client Advisor

    4 weeks ago

    Atlanta, United States Tiffany & Co. Full time

    Overview: We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inclusivity, and creativity. For us, it is a dream to be associated with a company that...

  • Client Advisor

    2 weeks ago

    Atlanta, United States Tiffany & Co. Full time

    Overview: We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inclusivity, and creativity. For us, it is a dream to be associated with a company that...