Wealth Client Advisor Associate — Hybrid

Bessemer Trust; Dallas (TX); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive base salary + bonus

401(k) with profit-sharing

Tuition reimbursement

Healthcare coverage

Job summary

Bessemer Trust is seeking an Associate Client Advisor in Dallas to support ultra-high-net-worth clients. You will manage client relationships, coordinate service delivery across departments, and prepare materials for meetings.

You will liaise with Senior Advisors, participate in investment and account administration tasks, and stay current on market trends to advise clients effectively.

Qualifications

• Bachelor's degree required.
• Strong written and verbal communication skills.
• Analytical and problem-solving abilities.
• Organizational skills and ability to manage multiple tasks.
• Proficiency with Microsoft Office.

Responsibilities

• Handle routine client communications via phone, email, and fax.
• Document client communications in Salesforce and prepare meeting materials using MS Office.
• Assist in opening and maintaining client accounts and coordinating asset transfers.
• Monitor investment programs and assist in asset allocation reviews and rebalancing.
• Support fiduciary duties and comply with regulatory requirements.

Skills

Communication skills

Analytical thinking

Leadership

Time management

MS Office

Education

Bachelor's degree

Job description

Bessemer Trust is seeking an Associate Client Advisor in Dallas to support ultra-high-net-worth clients. You will manage client relationships, coordinate service delivery across departments, and prepare materials for meetings.

You will liaise with Senior Advisors, participate in investment and account administration tasks, and stay current on market trends to advise clients effectively.