Junior Private Wealth Client Advisor

bessemer; Atlanta (GA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive base salary

401(k) plan with match

Tuition reimbursement

Medical, dental, vision benefits

Paid time off

Job summary

Bessemer Trust is seeking an Associate Client Advisor to service ultra‑high net worth clients in Atlanta and beyond. You’ll coordinate client communications, assist with account administration, and support investment and trust services across families and foundations.

You will liaise with Client Advisors, Senior Advisors, and departments to deliver coordinated services, attend meetings, and stay current on markets and fiduciary regulations.

Qualifications

• Bachelor's degree required.
• One or more years of related business experience preferred, wealth management a plus.
• Working knowledge of trust administration and fiduciary laws preferred.
• Proficient with Microsoft Office.

Responsibilities

• Handle routine client communications and document interactions in Salesforce.
• Prepare charts and materials for client meetings.
• Propose and implement investment programs with advisors.
• Open accounts and coordinate asset transfers with outside agents.
• Attend client meetings and contribute to presentations.
• Stay informed on market trends and continuing education.

Skills

Analytical thinking

Written communication

Verbal communication

Leadership

Teamwork

Detail oriented

Organizational skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Bessemer Trust is seeking an Associate Client Advisor to service ultra‑high net worth clients in Atlanta and beyond. You’ll coordinate client communications, assist with account administration, and support investment and trust services across families and foundations.

You will liaise with Client Advisors, Senior Advisors, and departments to deliver coordinated services, attend meetings, and stay current on markets and fiduciary regulations.