Hybrid Wealth & Trust Client Advisor Associate

bessemer; Miami (FL); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work environment (60% in office

Tuition reimbursement

Comprehensive benefits

Job summary

Bessemer Trust in Miami is seeking an Associate Client Advisor to service ultra-high net worth clients and manage coordinated delivery of trust, tax, planning and investment services. You will liaison with Client Advisors, Senior Client Advisors, and multiple departments to support accounts and client meetings.

Candidates should have a Bachelor’s degree and at least 1 year of wealth management experience; strong MS Office skills and excellent written and verbal communication are essential for

Qualifications

• Bachelor's degree required.
• One or more years of related business experience preferred.
• Working knowledge of trust administration and fiduciary laws; Regulation-9 and KYC preferred.
• Proficiency with Microsoft Office.
• Analytical & independent problem solving skills.
• Written and verbal communication skills.
• Demonstrated leadership and teamwork qualities.
• Detail oriented, goal-oriented and a motivated self-starter.
• Organizational skills and ability to manage multiple tasks.

Responsibilities

• Handle routine client communications via phone, email, and fax and document exchanges in Salesforce.
• Prepare charts and materials for client meetings using Excel, Word, PowerPoint and internal apps.
• Construct customized spreadsheets and complete financial paperwork for clients.
• Interface with clients on investment strategy and market outlook.
• Propose and implement investment programs with advisory teams.
• Prepare investment guidelines aligned to client goals and risk tolerance.
• Monitor asset allocation and rebalance as needed.
• Open accounts and coordinate asset transfers with outside agents.
• Prepare officers committee reports and client account documentation.
• Coordinate trust reviews and support fiduciary processes.
• Attend ongoing training and stay updated on economic and market trends.

Skills

Analytical problem solving

Written communication

Verbal communication

Leadership & teamwork

Organizational skills

Self-starter

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Bessemer Trust in Miami is seeking an Associate Client Advisor to service ultra-high net worth clients and manage coordinated delivery of trust, tax, planning and investment services. You will liaison with Client Advisors, Senior Client Advisors, and multiple departments to support accounts and client meetings.

Candidates should have a Bachelor’s degree and at least 1 year of wealth management experience; strong MS Office skills and excellent written and verbal communication are essential for