Client Relationship Specialist

2 weeks ago


Los Angeles, California, United States The Bessemer Group, Incorporated Full time
Job Title: Client Relationship Specialist

Company: The Bessemer Group, Incorporated

An exceptional opportunity exists for a professional dedicated to fostering and nurturing relationships with ultra-high net worth clientele. This role involves the cultivation and management of client interactions through proactive outreach and the delivery of tailored services to individuals, families, trusts, and foundations. Serve as a key intermediary between Senior Client Advisors and various service departments.

Key Responsibilities:
  • Deliver outstanding client service, ensuring regular communication and the preparation of comprehensive meeting materials.
  • Support Senior Client Advisors in investment management tasks, including account rebalancing and trade execution.
  • Oversee trust administration duties, which encompass the preparation of trust reviews and the management of distributions.
Required Qualifications:
  • Bachelor's degree is mandatory; a Master's degree is preferred.
  • A minimum of six years of relevant professional experience is required.
  • Possession of Series 7 and Series 63 licenses is preferred, along with two years of experience from Cannon Trust School or a comparable program.
  • Certifications such as CTFA, CFP, or CFA are highly regarded.
  • Proven leadership, teamwork, and organizational capabilities are essential.
Compensation includes a base salary range of $100,000 to $160,000, with actual salaries determined by skills and experience. Eligible for discretionary performance-based incentives.

Benefits package includes a 401(k) plan, medical, dental, vision, life insurance, and paid time off for holidays, vacations, and sick leave.

Securities licenses will typically not be obtained or maintained unless mandated by The Bessemer Group, Incorporated for this role.

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