Associate Wealth Client Advisor

Bessemer Trust Company, N.A.; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Bonus eligibility

401(k) plan

Tuition reimbursement

Health coverage

Hybrid work

Paid time off

Job summary

Bessemer Trust seeks an Associate Client Advisor in Dallas to support ultra-high-net-worth clients through proactive communication and coordinated service delivery across trust, tax and investment teams. You will partner with Client Advisors and senior staff to open accounts, monitor assets, and prepare client meeting materials.

The role requires strong analytical and communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced wealth-management

Qualifications

• Bachelor's degree required.
• 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 (Regulation-9 and KYC) preferred.
• Analytical & independent problem solving skills.
• Written and verbal communication skills.

Responsibilities

• Provide client service via phone, email and fax; document communications in Salesforce.
• Prepare charts and materials for client meetings using Excel, Word and PowerPoint.
• Collaborate with advisors to monitor asset allocation and investment programs.
• Open accounts and coordinate transfer of assets with outside agents; prepare required documentation.
• Prepare reports and client presentation packages; coordinate trust reviews.

Skills

Analytical skills

Communication skills

Time management

Leadership teamwork

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Bessemer Trust seeks an Associate Client Advisor in Dallas to support ultra-high-net-worth clients through proactive communication and coordinated service delivery across trust, tax and investment teams. You will partner with Client Advisors and senior staff to open accounts, monitor assets, and prepare client meeting materials.

The role requires strong analytical and communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced wealth-management