Wealth Client Advisor Associate

Bessemer Trust; New York (NY); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

401(k) with profit sharing

Discretionary incentive

Healthcare benefits

Hybrid work environment

Job summary

Bessemer Trust is seeking an Associate Client Advisor to service ultra-high net worth clients, maintain relationships, and coordinate delivery of services across families, trusts and foundations. The role liaises with Client Advisors, Senior Client Advisors, and multiple service areas to support client accounts and investment programs.

The position emphasizes proactive client communication, account administration, and ongoing education to stay current on market trends and fiduciary practices.

Qualifications

• Bachelor's degree required.
• 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.
• Ability to manage multiple tasks and stay organized.
• Proficiency with Microsoft Office.

Responsibilities

• Handle routine communication with clients and their advisors via telephone, email and fax.
• Document written and verbal communication with clients and their advisors in Salesforce.
• Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications.
• Construct customized spreadsheets for clients.
• Complete financial paperwork from other institutions for clients.
• File correspondence and other documents in internal databases.
• Create documentation of client correspondence for tracking purposes.
• Attend and contribute to client meetings and presentations.
• Interface with clients when questions arise about investment strategy or capital markets outlook.

Skills

Analytical thinking

Written communication

Verbal communication

Leadership

Teamwork

Detail oriented

Organizational skills

Self-starter

Education

Bachelor's degree

Tools

Salesforce

Excel

Word

PowerPoint

Microsoft Office

Job description

Bessemer Trust is seeking an Associate Client Advisor to service ultra-high net worth clients, maintain relationships, and coordinate delivery of services across families, trusts and foundations. The role liaises with Client Advisors, Senior Client Advisors, and multiple service areas to support client accounts and investment programs.

The position emphasizes proactive client communication, account administration, and ongoing education to stay current on market trends and fiduciary practices.