UHNW Client Advisor & Relationship Lead

bessemer; San Francisco (CA); Hybrid; USD 135,000 - 185,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) with profit sharing

Medical, dental and vision coverage

Tuition reimbursement

Life insurance and disability coverage

Paid time off and parental leave

Job summary

Bessemer Trust in San Francisco seeks a Client Advisor to deepen relationships with ultra-high net worth clients and coordinate services across Tax, Investments, and Trust Administration.

You will liaison internally between Senior Client Advisors and service areas, overseeing client communications, reporting, and account administration to ensure precise, compliant delivery of wealth management solutions.

Qualifications

• Bachelor's degree in a relevant field and ideally 10 or more years of related business experience. Masters preferred.
• Excellent writing and presentation skills.
• Demonstrated leadership and teamwork qualities.
• Ability to organize, complete multiple tasks within deadlines and complete accuracy.
• Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. CTFA, CFP or CFA is a plus.
• Ideally, proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

Responsibilities

• Client Service: Communicate with clients and their advisors regularly; provide timely and thorough response.
• Attend client meetings, document issues, and coordinate follow up.
• Oversee preparation of client meeting materials; create custom reports proactively and as requested.
• Document client information and communications in Salesforce.
• Account Administration: Oversee account opening and closing procedures and review related documents.
• Oversee account transactions and reporting.
• Review and be comfortable with client wills, trusts and governing documents and their application to client account administration.

Skills

Client relationship management

Communication

Team leadership

Sales reporting

Financial services knowledge

Education

Bachelor's degree

Masters preferred

Tools

Salesforce

Microsoft Office

Excel

PowerPoint

Job description

Bessemer Trust in San Francisco seeks a Client Advisor to deepen relationships with ultra-high net worth clients and coordinate services across Tax, Investments, and Trust Administration.

You will liaison internally between Senior Client Advisors and service areas, overseeing client communications, reporting, and account administration to ensure precise, compliant delivery of wealth management solutions.