Client Advisor
2 days ago
Bessemer Trust is seeking a highly skilled and experienced Client Advisor to join its team of professionals responsible for servicing and maintaining relationships with ultra-high net worth clients. This individual will be responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.
Key Responsibilities:- Provide outstanding client service, including regular communication with clients and their advisors.
- Oversee the preparation of client meeting materials, attend client meetings, document issues discussed, document client information in Salesforce, and coordinate follow-up.
- Assist the Senior Client Advisor in Investment management activities, including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation/investment performance, and overseeing investment transition.
- Monitor daily internal reports and work with the account team to resolve any issues, such as overdrafts.
- Coordinate client requests for funds, including regular disbursements.
- Prepare asset allocation simulation modeling.
- 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, private foundation grant payments, reporting gifts to, and use of GST exemption on gift tax returns for, irrevocable trusts with the assistance of the tax department.
- Process gifts to charity and family.
- Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required, and pay life insurance premiums.
- Bachelor's degree required; Master's preferred.
- Six or more years of related business experience.
- Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent.
- CTFA, CFP, or CFA preferred.
- Excellent writing and presentation skills.
- Demonstrated leadership and teamwork qualities.
- Ability to organize, complete multiple tasks within deadlines, and complete accuracy.
Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 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.
About Our Employee Rewards and Benefits:We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
- Competitive base salary plus discretionary annual bonus for select positions.
- A 401(k) plan with a generous annual profit-sharing contribution.
- Personalized development and career opportunities, including tuition reimbursement support.
- Comprehensive medical, dental, and vision plans with zero 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.
Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
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