Associate Client Advisor, Wealth Management — Hybrid

Bessemer Trust; Miami (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) with profit-sharing

Tuition reimbursement

Medical, dental, and vision coverage

Paid time off

Job summary

Bessemer Trust in Miami is seeking an Associate Client Advisor to support ultra-high net worth clients by building relationships and coordinating service delivery across trust, investments and planning. You will liaison with Client Advisors and internal teams, preparing materials and documenting communications in Salesforce.

A Bachelor’s degree and interest in financial markets are preferred. This role involves client meetings, reporting, and regulatory compliance in a dynamic wealth-management

Qualifications

• Bachelor's degree required.
• Interest in financial markets preferred.
• 1+ year of related business experience preferred (Wealth Management a plus).
• Working knowledge of trust administration and fiduciary laws preferred.
• Analytical and independent problem solving skills.
• Written and verbal communication skills.
• Demonstrated leadership and teamwork qualities.
• Organizational skills and ability to manage multiple tasks.
• Proficiency with Microsoft Office.

Responsibilities

• Act as liaison between Client Advisors, Senior Client Advisors and service areas.
• Handle routine client communications via phone, email and fax.
• Prepare charts and materials for client meetings using Excel, Word and PowerPoint.
• Document client communications in Salesforce.
• Open accounts and coordinate asset transfers with outside agents.
• Prepare Officers Committee account reports.
• Monitor and assist in cash management and reporting.
• Attend client meetings and presentations; assist with investment discussions.
• Ensure regulatory compliance including annual reviews.

Skills

Analytical thinking

Written & verbal communication

Leadership & teamwork

Organizational skills

MS Office proficiency

Client service mindset

Experience in Wealth Management

Education

Bachelor's degree

Job description

Bessemer Trust in Miami is seeking an Associate Client Advisor to support ultra-high net worth clients by building relationships and coordinating service delivery across trust, investments and planning. You will liaison with Client Advisors and internal teams, preparing materials and documenting communications in Salesforce.

A Bachelor’s degree and interest in financial markets are preferred. This role involves client meetings, reporting, and regulatory compliance in a dynamic wealth-management