Hybrid Associate Wealth Client Advisor

Bessemer Trust Company of FL; West Palm Beach (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 plans

Paid time off

Parental leave

Life insurance

Disability coverage

Job summary

Bessemer Trust Company of Florida seeks an Associate Client Advisor to support ultra-high net worth clients, managing relationships and coordinating services across wealth management, trust, and administration.

The role interfaces with Client Advisors and Senior Client Advisors, supporting client meetings, investment guidance, and account administration to ensure seamless service delivery.

Qualifications

• Bachelor's degree required.
• Proven interest in financial markets preferred.
• 1+ 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, detail 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 client communications via telephone, email and fax.
• Document client communications in Salesforce.
• Prepare charts and materials for client meetings using Excel, Word, PowerPoint.
• Prepare customized spreadsheets for clients.
• Process financial paperwork from other institutions for clients.
• File correspondence in internal databases.
• Attend and contribute to client meetings and presentations.
• Interface with clients on investment strategy or market outlook.
• Propose and implement investment programs with Client Advisors.
• Prepare investment guidelines aligned with client goals and risk tolerance.
• Monitor asset allocations with advisors to anticipate needs.
• Build models considering spending, taxation, and market behavior.
• Monitor and manage fixed income maturities and overdrafts.
• Initiate rebalancing orders.

Skills

Analytical thinking

Written communication

Verbal communication

Leadership

Teamwork

Organizational skills

Detail orientation

multitasking

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Bessemer Trust Company of Florida seeks an Associate Client Advisor to support ultra-high net worth clients, managing relationships and coordinating services across wealth management, trust, and administration.

The role interfaces with Client Advisors and Senior Client Advisors, supporting client meetings, investment guidance, and account administration to ensure seamless service delivery.