Associate Client Advisor, Private Wealth

Bessemer Trust; Dallas (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work environment

Discretionary bonus

401(k) plan with profit sharing

Tuition reimbursement

Medical, dental, and vision coverage

Parental leave

Job summary

Bessemer Trust is seeking an Associate Client Advisor to join a collaborative team serving ultra-high-net-worth clients. The role focuses on developing client relationships, proactive communication, and coordinating delivery of services to individuals, families, trusts, and foundations.

You will work as a liaison across client service, investment management, and administration, handling routine client communications, preparing materials, and supporting meetings while adhering to fiduciary

Qualifications

• Bachelor's degree required.
• One or more years of related business experience preferred ( Wealth Management a plus).
• Proficiency with Microsoft Office.
• Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred.

Responsibilities

• Handle routine client communications via telephone, email and fax.
• Document communications in Salesforce and prepare client meeting materials using Excel, Word and PowerPoint.
• Prepare customized spreadsheets and financial paperwork for clients.
• Open accounts and coordinate asset transfers; prepare account reports.
• Attend client meetings and contribute to presentations; advise on investment strategy and markets outlook.

Skills

Written communication

Verbal communication

Leadership

Teamwork

Detail oriented

Multitasking

MS Office

Education

Bachelor's degree

Tools

Salesforce

Excel

Word

PowerPoint

Microsoft Office

Job description

Bessemer Trust is seeking an Associate Client Advisor to join a collaborative team serving ultra-high-net-worth clients. The role focuses on developing client relationships, proactive communication, and coordinating delivery of services to individuals, families, trusts, and foundations.

You will work as a liaison across client service, investment management, and administration, handling routine client communications, preparing materials, and supporting meetings while adhering to fiduciary