UHNW Client Advisor & Wealth Liaison

Bessemer Trust Company, N.A.; Atlanta (GA); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) with profit-sharing

Tuition reimbursement

Medical, dental, vision plans

Life insurance

Paid time off

Job summary

Bessemer Trust Company, N.A. in Atlanta seeks a Client Advisor to service ultra-high net worth clients, coordinating with Tax, Financial Planning, Investments and Trust Administration. You will liaison internally and manage relationships across individuals, families, trusts and foundations.

The role requires proactive client communication, meeting preparation, and accurate documentation in Salesforce. Strong writing, leadership, and travel readiness are essential.

Qualifications

• Bachelor's degree required; six+ years of related business experience preferred.
• Excellent writing and presentation skills.
• Ability to travel up to 20% of the year.
• Demonstrated leadership and teamwork qualities.
• Organizational skills with ability to manage multiple tasks and deadlines.
• Series 7, Series 63 desired; CTFA/CFP/CFA a plus.

Responsibilities

• Communicate with clients and advisors regularly and provide timely responses.
• Attend client meetings, document issues and coordinate follow-up.
• Oversee preparation of client meeting materials and create reports.
• Document client information and communications in Salesforce.
• Oversee account opening/closing procedures and reporting.
• Coordinate with fiduciary counsel to ensure governing documents compliance.
• Prepare annual relationship reviews and ensure regulatory compliance.
• Assist Senior Client Advisor in investment management activities and monitor performance.

Skills

Relationship management

Communication

Travel 20%

Leadership

Attention to detail

Education

Bachelor's degree in a relevant field

Master's degree preferred

Tools

Salesforce

Microsoft Office Suite (Excel, Outlook, PowerPoint, Word)

Job description

Bessemer Trust Company, N.A. in Atlanta seeks a Client Advisor to service ultra-high net worth clients, coordinating with Tax, Financial Planning, Investments and Trust Administration. You will liaison internally and manage relationships across individuals, families, trusts and foundations.

The role requires proactive client communication, meeting preparation, and accurate documentation in Salesforce. Strong writing, leadership, and travel readiness are essential.