Hybrid Associate Client Advisor — Private Wealth

Bessemer Trust; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work environment (60% in office

Discretionary annual bonus

401(k) with profit-sharing

Job summary

Bessemer Trust is seeking an Associate Client Advisor in Miami to develop and maintain relationships with ultra-high net worth clients, coordinating services across client tax, financial planning, investments, and trust administration. You will prepare materials, manage documentation in Salesforce, and participate in client meetings.

The role involves supporting investment programs, account administration, and continuing education to stay current on market trends.

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, policies, Regulation-9 and KYC preferred.
• Analytical & 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

• Serve as liaison between Client Advisors and service areas within the organization.
• Handle routine client communications via phone, email and fax.
• Document client communications in Salesforce.
• Prepare charts and materials for client meetings using Excel, Word, PowerPoint and internal applications.
• Create customized spreadsheets for clients.
• Open accounts and coordinate asset transfers with outside agents.
• Prepare account reports and reporting materials for client reviews.
• Coordinate trust reviews with Fiduciary Officers.
• Stay updated on economic and market trends through training and independent research.
• Support investment management and rebalancing orders as directed.

Skills

Analytical thinking

Written communication

Verbal communication

Leadership

Teamwork

Organizational skills

Time management

Problem solving

Education

Bachelor's degree

Tools

Microsoft Office

Salesforce

Excel

PowerPoint

Word

Workflow

Atlas

Job description

Bessemer Trust is seeking an Associate Client Advisor in Miami to develop and maintain relationships with ultra-high net worth clients, coordinating services across client tax, financial planning, investments, and trust administration. You will prepare materials, manage documentation in Salesforce, and participate in client meetings.

The role involves supporting investment programs, account administration, and continuing education to stay current on market trends.