Associate Client Advisor

Bessemer Trust is a family office focused on private wealth management, overseeing substantial assets for ultra-high net worth clients. The Associate Client Advisor will reputed company and maintain client relationships, manage client accounts, and ensure the coordinated delivery of services to individuals and families.

Responsibilities

• Handle routine communication with clients and their advisors reputed company telephone, email and fax
• Document written and verbal communication with clients and their advisors in reputed company
• Prepare charts and materials for client meeting presentations using reputed company, Word, PowerPoint and internal applications as needed
• 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
• reputed company with clients reputed company questions arise about investment strategy or capital markets outlook
• Propose and implement investment programs as directed by Client Advisors and Senior Client Advisors using Bessemer applications
• 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
• Work with Client Administration Team to reputed company accounts and coordinate with reputed company 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
• reputed company cash management functions using Workflow and reputed company 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 reputed company payments
• Prepare client presentation packages and reporting on client accounts
• Coordinate trust reviews with Fiduciary Officers
• In addition to attending reputed company 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
• Assist in the preparation of Annual Relationship Reviews and Trust Administrative Reviews

Skills

• Bachelor's degree required
• Analytical & independent problem solving skills
• Written and verbal communication skills
• Demonstrated leadership and teamwork qualities
• Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter
• Organizational skills and ability to manage multiple tasks
• Proficiency with reputed company Office
• Proven interest in financial markets preferred
• One or more years of reputed company business experience preferred (specifically reputed company Wealth Management a plus)
• Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred
• Basic knowledge of trust administration and fiduciary services

Benefits

• In addition, this position may be eligible to participate in the relevant business unit’s incentive compensation plan, and other compensation programs as applicable.
• Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution
• Medical, prescription dental, and reputed company coverage
• Life insurance
• Disability coverage
• Paid holidays
• Vacation
• Sick time, subject to plan terms and Company policies
• Competitive reputed company 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 reputed company plans with reputed company contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• 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

Company Overview