Current jobs related to Associate Client Advisor - Chicago - Bessemer Trust Company

  • Associate Client Advisor

    2 months ago

    Chicago, 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...

  • Associate Client Advisor

    4 days ago

    Chicago, United States Bessemer Trust Full time

    Job Summary: Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now. 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...

  • Associate Client Advisor

    4 days ago

    Chicago, United States Bessemer Trust Company Full time

    Job Summary:Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.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...

  • Client Service Associate

    5 months ago

    Chicago, United States Stifel Financial Full time

    The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, p Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail

  • Client Service Associate

    3 days ago

    Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full time

    Job Title: Client Service AssociateBCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Client Service Associate to support our financial advisory firm. As a key member of our team, you will be responsible for providing exceptional client service, processing transactions, and maintaining accurate records.Responsibilities:Provide...

  • Associate Wealth Advisor

    4 weeks ago

    Chicago, United States Calamos Asset Management Full time

    Illinois - Chicago 215 N Peoria St Chicago, IL 60607, USA The Calamos Wealth Management (CWM) Associate Wealth Advisor is responsible for providing front-line service to high-net-worth clients, providing front and back-office support to the Senior Wealth Advisor, and generally acting as liaison to the Wealth Management Wealth Advisor team. The Associate...

  • Client Service Associate

    2 weeks ago

    Chicago, Illinois, United States Stifel Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with account opening and maintenance, administrative tasks, and customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial Advisors with client account opening and...

  • Client Relationship Associate

    3 days ago

    Chicago, Illinois, United States William Blair Full time

    Job Title: Client Relationship AssociateWilliam Blair is seeking a Client Relationship Associate to provide operational support to Wealth Advisors and exceptional client service while responding to client inquiries and requests.The ideal candidate will be responsible for updating and reviewing client documentation for completeness and compliance with...

  • Client Advisor

    3 weeks ago

    Chicago, United States Neuberger Berman Full time

    The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a large market territory. The CA’s objective is to better penetrate this large territory through business development activities (prospecting, and cross-selling). Responsibilities Partner with others on the team (and in...

  • Client Associate

    7 days ago

    chicago, United States Caprock Full time

    How you will spend your time:The Senior Client Associate will play a pivotal role in supporting the Client Advisors Team. The person in this role will collaborate with internal and external stakeholders to provide seamless operations and exceptional service for the Clients. This role is instrumental in maintaining strong client relationships and in the...

  • Client Associate

    7 days ago

    Chicago, United States Caprock Full time

    How you will spend your time:The Senior Client Associate will play a pivotal role in supporting the Client Advisors Team. The person in this role will collaborate with internal and external stakeholders to provide seamless operations and exceptional service for the Clients. This role is instrumental in maintaining strong client relationships and in the...

  • Client Advisor

    2 months ago

    Chicago, United States Burberry Limited Full time

    INTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.    We aim to...

  • Associate Advisor

    6 days ago

    Chicago, Illinois, United States Alera Group Full time

    Alera Group Wealth Services Job OpportunityWe are seeking a highly motivated and detail-oriented individual to join our Wealth Services team as an Associate Advisor. As a key member of our team, you will provide critical support to our high-producing advisors, ensuring seamless execution of administrative tasks and exceptional client experiences.Key...

  • Associate Wealth Advisor

    1 month ago

    Chicago, United States Calamos Asset Management Full time

    Summary: The Calamos Wealth Management (CWM) Associate Wealth Advisor is responsible for providing front-line service to high-net-worth clients, providing front and back-office support to the Senior Wealth Advisor, and generally acting as liaison to the Wealth Management Wealth Advisor team.The Associate Wealth Advisor assists with account administration and...

  • Client Relationship Associate

    2 weeks ago

    Chicago, Illinois, United States William Blair Full time

    Job Title: Client Relationship AssociateAt William Blair, we are seeking a highly skilled Client Relationship Associate to join our Private Wealth Management team. As a key member of our team, you will provide exceptional client service, operational support, and expertise to our Wealth Advisors and clients.Responsibilities:Respond to client inquiries and...

  • Financial Advisor Assistant

    4 weeks ago

    Chicago, Illinois, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Client Relationship Associate

    2 weeks ago

    Chicago, Illinois, United States William Blair Full time

    Private Wealth Management Advisor SupportWilliam Blair, a premier global boutique, seeks a skilled Client Relationship Associate to provide operational support to Wealth Advisors and deliver exceptional client service. This role involves responding to client inquiries, updating client documentation, and applying knowledge of firm products and policies to...

  • Client Relationship Associate

    3 weeks ago

    Chicago, Illinois, United States William Blair Full time

    About the RoleAt William Blair, we are seeking a highly skilled Client Relationship Associate to provide exceptional client service and operational support to our Wealth Advisors. This is an exciting opportunity to join a leading global boutique investment bank and wealth management firm.Key ResponsibilitiesRespond to client inquiries and requests in a...

  • Client Service Associate

    4 weeks ago

    Chicago, United States Bank of America Full time

    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Associate Client Advisor

    1 month ago

    Chicago, United States Marsh & McLennan Companies Full time

    Company: Marsh Description: Marsh has a great new opportunity for a Cyber Associate Client Advisor colleague to join our dynamic team in our Chicago office. What can you expect: Become a member of Marsh's cyber team who delivers expert advisory and market-leading solutions to help manage cyber risk with confidence. In this client facing role you will...

Associate Client Advisor

4 months ago

Chicago, United States Bessemer Trust Company 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 Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody.

**Responsibilities**:
Client Service:

- Document written and verbal communication with clients and their advisors in Salesforce.
- 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.
- Interface with clients when questions arise about investment strategy or capital markets outlook.

Investment Management:

- 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.

Account Administration:

- Work with Client Administration Team to open accounts and coordinate with outside 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.
- Perform cash management functions using Workflow and Atlas 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 bill payments.
- Prepare client presentation packages and reporting on client accounts.
- Coordinate trust reviews with Fiduciary Officers.

Continuing Professional Education and Development:

- In addition to attending all 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.

Compliance Responsibilities:
Comply with all regulatory requirements including but not limited to:

- Assist in the preparation of Annual Relationship Reviews and Trust Administrative Reviews.

**Qualifications**:

- Bachelor's degree required.
- Proven interest in financial markets preferred.
- One or more years of related business experience preferred (specifically within Wealth Management a plus).
- Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred.
- Analytical & independent problem solving skills.
- Written and verbal communication skills.
- Demonstrated leadership and teamwork qualities.
- Organizational skills and ability to manage multiple tasks.
- Proficiency with Microsoft Office.
- Basic knowledge of trust administration and fiduciary services.

**About Bessemer Trust**
Bessemer Trust is a leading multifamily office, overseeing more than $150 billion in assets for over 3,000 individuals and families of substantial wealth. Its nearly 1,200+ employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

**Key Facts**
- For more than 115 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
- Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in