UHNW Client Advisor (Hybrid/Remote)

FPA of Charlotte; Seattle (WA); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

401(k) program with profit-sharing

Medical, dental, and vision coverage

Paid holidays and vacation

Job summary

Bessemer Trust is seeking a Client Advisor to join their team in Seattle, Washington. This full-time role involves developing and maintaining relationships with ultra-high net worth clients, providing a range of investment and trust administration services.

The ideal candidate will hold a Bachelor's degree and have at least 8 years of relevant experience. Opportunities exist for hybrid or remote work, with a competitive salary and comprehensive benefits offered to the right candidate.

Qualifications

• 8+ years of related business experience ideally.
• Series 7 and Series 63 licenses desired.
• Proficiency in Excel and PowerPoint.

Responsibilities

• Maintain client relationships through proactive communication.
• Oversee account transactions and reporting.
• Prepare trust reviews and process gifts.

Skills

Excellent writing and presentation skills

Demonstrated leadership and teamwork qualities

Ability to organize and complete multiple tasks

Education

Bachelor's degree in a relevant field

Master's degree preferred

Tools

Salesforce

Microsoft Office Suite

Job description

Bessemer Trust is seeking a Client Advisor to join their team in Seattle, Washington. This full-time role involves developing and maintaining relationships with ultra-high net worth clients, providing a range of investment and trust administration services.

The ideal candidate will hold a Bachelor's degree and have at least 8 years of relevant experience. Opportunities exist for hybrid or remote work, with a competitive salary and comprehensive benefits offered to the right candidate.