![The Bessemer Group, Incorporated](https://media.trabajo.org/img/noimg.jpg)
Senior Client Advisor
2 months ago
CLIENT SERVICE
- Communicate regularly and proactively with client, especially regarding any investment or life events.
- Discuss investment performance and anticipate client questions arising from prevailing market and economic trends.
- Present estate, tax and financial planning opportunities to client, explaining the benefits and limitations of various approaches.
- Provide estate, financial planning and tax recommendations based on consultation with Bessemer specialists.
- Consult with fiduciary counsel on trust and estate planning, will appointments, and revocable trusts.
- Lead client meetings, plan agenda, oversee production of meeting presentation and materials, coordinate follow-up with account team and document contact in Salesforce.
- Communicate with client's advisors to provide and obtain client information as needed to serve client relationships.
- Articulate the "Bessemer Story" and history of the company to further the client's understanding of the firm.
- Deliver Bessemer quality service to the client in a highly superior and ethical manner.
- Determine client risk tolerance, investment objectives, target asset allocation, short and long-term cash requirements.
- Create, implement, manage, and monitor clients' investment plans.
- Educate clients on general trends and status of capital markets, behavioral risks and investment theory.
- Interpret investment policy as it applies to different types of accounts.
- Consult with clients on asset allocation, investment policy and performance.
- Monitor asset allocation and investment performance, and oversee preparation of model asset allocation.
- Oversee investment transition for new clients.
- Review and manage concentrated positions and their relative performance.
- Discuss and develop hedging and diversification strategies with specialist.
- Present and discuss alternative investments.
- Approve fixed-income and equity trades.
- Administration of trust accounts, in consultation with Fiduciary Counsel and Trust Administration, Tax Department, Investment Department, outside attorneys and CPAs, and reporting to Compliance Department and Officers' Committee as required.
- Develop and maintain relationships with co-trustees.
- Review discretionary requests.
- Solicit account additions, seek will appointments, present fee-based services including income tax return preparation, payroll and real estate tax payment services.
- Attend later stage business development meetings to meet the prospective client and establish a relationship, answer questions, and educate them about Bessemer's service model.
- Develop referrals and leads from clients and intermediaries. Develop prospective client lists, proposal preparation and presentation, and follow through.
- Supervise Client Advisory staff, delegate responsibilities, monitor and review performance.
- Delegate routine requests such as fund transfers, purchases and sales, research and documentation.
- Assist in the recruiting, hiring and training of Client Advisors and Associate Client Advisors.
- Provide career guidance and growth opportunities.
- Monitor and review team expenditures to control costs and ensure policy compliance.
Comply with all regulatory requirements including, but not limited to:
- Prepare Annual Relationship Review and Trust Administrative Review
- Respond promptly to all internal requests for information.
In addition to fulfilling all professional continuing education requirements (law, accountancy, etc.), the Senior Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings and internal training sessions; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications.
QUALIFICATIONS:
- Master's degree or equivalent in a relevant field (Business Administration, Finance, Economics, Law, Taxation
- Ten or more years related experience; or equivalent combination of education and experience
- Series 7, Series 63 required. CTFA, CFA, or current law license or current CPA preferred
- Well developed and sophisticated client service orientation
- Exceptional communication (verbal and written) and presentation skills
- Acknowledged depth and breadth of technical knowledge and expertise
- Effective problem diagnosis and solution aptitude
- Goal-oriented
- Established track record of building collaborative relationships
- Ability to manage a team and foster collaboration
- High degree of thoroughness and attention to detail
- Entrepreneurial orientation and self-starter initiative
- Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.
-
Client Advisor
2 months ago
Atlanta, United States Bessemer Trust Full timeJob 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,...
-
Senior Private Client Advisor
1 month ago
Atlanta, Georgia, United States Marsh Full timeThe Senior Client Advisor will be responsible for managing a book of business. Key responsibilities include serving clients, conducting annual reviews, and negotiating with carriers on behalf of clients.Our not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More...
-
Principal Client Strategy Advisor
1 week ago
Atlanta, Georgia, United States Oracle Defunct Full timePosition Overview:As a Senior Client Advisor at Oracle Defunct, you will play a pivotal role in supporting North American Application Sales. Your primary responsibility will be to collaborate with Oracle's most significant clients, offering insightful leadership and strategic recommendations on process enhancements, capability advancements, and technological...
-
Senior Financial Advisor
1 month ago
Atlanta, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Description: Senior Financial AdvisorCompany: Augmentjobs Salary Range: $127,000 to $159,000 Experience Level: 6 to 8 yearsAbout AugmentjobsAugmentjobs is a forward-thinking company dedicated to providing top-tier financial advisory services. We specialize in delivering tailored financial solutions that meet the diverse...
-
Senior Client Advisor
3 weeks ago
Atlanta, United States FERRAGAMO USA INC Full time $20 - $22Job DescriptionJob DescriptionOUR HERITAGE AND PASSION TO EMPOWER YOUR TALENT AND CREATIVITYSalvatore 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...
-
Senior Financial Services Advisor
1 month ago
Atlanta, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Senior Financial Services AdvisorCompany: Augmentjobs Salary Range: $125,000 to $162,000 Experience Level: 5 to 9 yearsJob DescriptionPosition Overview: The Senior Financial Services Advisor at Augmentjobs plays a critical role in providing comprehensive financial planning and advisory services to our clients. This...
-
Senior Wealth Advisor
4 weeks ago
Atlanta, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Senior Wealth Advisor Company: Augmentjobs Salary Range: $135,000 to $182,000 Experience Level: 5-8 yearsJob Description:As a Senior Wealth Advisor at Augmentjobs, you will play a critical role in managing high-net-worth client portfolios and delivering comprehensive financial planning services. You will be...
-
Client Advisor, Contemporary
3 months ago
Atlanta, United States Neiman Marcus Group Full timeClient 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...
-
Client Recovery Advisor
7 days ago
Atlanta, United States Aware Recovery Care Full time $20 - $26Job DescriptionJob DescriptionWhy You’ll Love This Client Recovery Advisor Job Do you have passion for meeting people where they are and supporting them on their road to recovery? Do you have a passion for coming alongside and supporting people? Want to use your personal experience to make a difference in the lives of those struggling with substance...
-
Senior Wealth Advisor
3 days ago
Atlanta, Georgia, United States Independent Resourcing Consultancy Ltd Full timePosition: Senior Wealth AdvisorLocation: Atlanta, USAEmployment Type: Full-Time About the Role:Independent Resourcing Consultancy Ltd is seeking a seasoned and driven Senior Wealth Advisor to enhance their esteemed financial services team in Atlanta, USA. This role is crucial in delivering customized financial guidance and wealth management strategies to...
-
Financial Advisor
1 month ago
Atlanta, United States Enaar Group Full timeShape Atlanta's Financial Futures: Senior Financial Advisor (125K) Do you thrive building long-term relationships and crafting personalized financial strategies? Are you a seasoned financial advisor with a passion for helping individuals achieve their financial goals? Then join our growing team in Atlanta! We are preparing to build a dynamic team with the...
-
Financial Advisor
3 weeks ago
Atlanta, United States Enaar Group Full timeShape Atlanta's Financial Futures: Senior Financial Advisor (125K) Do you thrive building long-term relationships and crafting personalized financial strategies? Are you a seasoned financial advisor with a passion for helping individuals achieve their financial goals? Then join our growing team in Atlanta! We are preparing to build a dynamic team with the...
-
Senior Strategic Client Partner
1 week ago
Atlanta, Georgia, United States Oracle Defunct Full timePosition Overview:As a Senior Strategic Client Partner, you will play a pivotal role in supporting Oracle North American Application Sales. Your primary responsibility will be to collaborate with Oracle's most significant clients, offering insightful leadership and strategic recommendations regarding process enhancements, capability advancements, and...
-
Client Advisor
3 days ago
Atlanta, United States BYREDO Full timeThe opportunity: BYREDO is seeking a full time client advisor to drives sales & service by providing an exceptional client experience, engage in clienteling, and assist with the operations of the store. Service client’s needs with respect through storytelling & product knowledge while collaborating with team members and supporting management in operational...
-
Associate Client Advisor- Commercial Property
3 months ago
Atlanta, United States Marsh & McLennan Companies Full timeCustomer 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 months ago
Atlanta, United States Zimmermann Company Full timeAn 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...
-
Financial Advisor
3 months ago
Atlanta, United States Enaar Group Full timeJob DescriptionJob DescriptionShape Atlanta's Financial Futures: Senior Financial Advisor (125K)Do you thrive building long-term relationships and crafting personalized financial strategies?Are you a seasoned financial advisor with a passion for helping individuals achieve their financial goals?Then join our growing team in Atlanta! We are preparing to...
-
Client Advisor, Atlanta
4 months ago
Atlanta, United States Zimmermann Full timeAn 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
2 weeks ago
Atlanta, United States BYREDO Full timeThe opportunity: BYREDO is seeking a full time client advisor to drives sales & service by providing an exceptional client experience, engage in clienteling, and assist with the operations of the store. Service client’s needs with respect through storytelling & product knowledge while collaborating with team members and supporting management in operational...
-
Client Advisor
2 weeks ago
Atlanta, United States BYREDO Full timeThe opportunity: BYREDO is seeking a full time client advisor to drives sales & service by providing an exceptional client experience, engage in clienteling, and assist with the operations of the store. Service clients needs with respect through storytelling & product knowledge while collaborating with team members and supporting management in operational...