Associate Client Advisor - Hybrid Wealth Management

Bessemer Trust Company of FL; Miami (FL); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Hybrid work environment

Paid time off

401(k) with profit sharing

Tuition reimbursement

Job summary

Bessemer Trust in Miami is seeking an Associate Client Advisor to support ultra-high net worth clients with collaborative service delivery across client relations, investments, and account administration.

The role focuses on coordinating client communications, preparing meeting materials, and assisting in investment programs while ensuring fiduciary and regulatory compliance. A Bachelor's degree and interest in financial markets are required.

Qualifications

• Bachelor's degree required.
• Proven interest in financial markets preferred.
• One or more years of related business experience preferred ( 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.
• goal-oriented, detailed oriented and a motivated self-starter.
• Organizational skills and ability to manage multiple tasks.
• Proficiency with Microsoft Office.
• Basic knowledge of trust administration and fiduciary services.

Responsibilities

• Handle routine communication with clients and their advisors via telephone, email and fax.
• Document written and verbal communication with clients and their advisors in Salesforce.
• Prepare charts and materials for client meeting presentations using Excel, 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.
• Interface with clients when 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 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.
• 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.
• Comply with all regulatory requirements including but not limited to:
• Assist in the preparation of Annual Relationship Reviews and Trust Administrative Reviews.

Skills

Analytical thinking

Written communication

Verbal communication

Leadership

Teamwork

Organizational skills

Multi-tasking

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Bessemer Trust in Miami is seeking an Associate Client Advisor to support ultra-high net worth clients with collaborative service delivery across client relations, investments, and account administration.

The role focuses on coordinating client communications, preparing meeting materials, and assisting in investment programs while ensuring fiduciary and regulatory compliance. A Bachelor's degree and interest in financial markets are required.