Wealth Client Advisor Associate

bessemer; Dallas (TX); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) with profit-sharing

Tuition reimbursement

Medical, dental, and vision

Parental leave

Life insurance

Wellness programs

Job summary

Bessemer Trust is seeking an Associate Client Advisor to support ultra-high net worth clients. You will nurture relationships, coordinate services across trust, tax, planning, and custody, and prepare materials for client meetings.

In this role you will work with Client Advisors and Senior Client Advisors, document communications, and help monitor investment programs while ensuring fiduciary compliance. A bachelor's degree and interest in financial markets are preferred.

Qualifications

• Bachelor's degree required.
• Interest in financial markets preferred.
• One or more years of related business experience preferred ( Wealth Management a plus ).
• Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred.
• Analytical & independent problem solving skills.
• Written and verbal communication skills.
• Demonstrated leadership and teamwork qualities.
• Goal-oriented, detailed oriented and a motivated self-starter.
• Proficiency with Microsoft Office.
• Basic knowledge of trust administration and fiduciary services.

Responsibilities

• Maintain client relationships through proactive client communication and coordinate services across the organization.
• Document written and verbal communication with clients and advisors in Salesforce.
• Prepare charts and materials for client meetings and presentations.
• Construct customized spreadsheets and complete financial paperwork for clients.
• Open accounts and coordinate asset transfers with outside agents.
• Prepare account reports and client reporting packages.
• Monitor investment programs and asset allocation with Client Advisors.

Skills

Communication

Analytical

Written communication

Verbal communication

Leadership

Teamwork

Organization

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Bessemer Trust is seeking an Associate Client Advisor to support ultra-high net worth clients. You will nurture relationships, coordinate services across trust, tax, planning, and custody, and prepare materials for client meetings.

In this role you will work with Client Advisors and Senior Client Advisors, document communications, and help monitor investment programs while ensuring fiduciary compliance. A bachelor's degree and interest in financial markets are preferred.