Private Wealth Client Advisor

Bessemer Trust; West Palm Beach (FL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

401(k) plan with profit sharing

Tuition reimbursement

Medical, dental, and vision plans

Wellness programs

Hybrid work environment

Paid time off

Parental leave

Life insurance

Disability coverage

Legal services

Job summary

Bessemer Trust seeks an Associate Client Advisor to service ultra-high net worth clients, coordinating between Client Advisors and service areas. You will manage client accounts, prepare meeting materials, and contribute to investment and administration tasks with a collaborative team.

The role emphasizes client communication, fiduciary services, and ongoing education in trust administration within a leading wealth manager.

Qualifications

• Bachelor's degree required.
• Interest in financial markets preferred.
• 1+ years of related wealth management experience preferred.
• Knowledge of trust administration and fiduciary laws preferred.
• Analytical & independent problem solving skills.
• Written and verbal communication skills.
• Demonstrated leadership and teamwork qualities.
• Goal-oriented, detail oriented and self-starter.
• Organizational skills and ability to manage multiple tasks.
• Proficiency with Microsoft Office.

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, and PowerPoint.
• Create customized client spreadsheets.
• Open accounts and coordinate asset transfers with outside agents.
• Prepare Officers Committee account reports.
• Perform cash management and process remittances with Tax Department.
• Monitor overdrafts and supervise client bill payments.
• Support ongoing education in trust administration and market trends.

Skills

Bachelor's degree

Interest in financial markets

Wealth Management experience

Trust administration knowledge

KYC knowledge

Analytical thinking

Written communication

Verbal communication

Leadership

Time management

Microsoft Office

Education

Bachelor's degree

Tools

Salesforce

Excel

Word

PowerPoint

Job description

Bessemer Trust seeks an Associate Client Advisor to service ultra-high net worth clients, coordinating between Client Advisors and service areas. You will manage client accounts, prepare meeting materials, and contribute to investment and administration tasks with a collaborative team.

The role emphasizes client communication, fiduciary services, and ongoing education in trust administration within a leading wealth manager.