Wealth Client Advisor - Junior Relationship Manager

Bessemer Trust; Atlanta (GA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work environment

Tuition reimbursement

Paid time off

Parental leave

Job summary

Bessemer Trust in Atlanta is seeking an Associate Client Advisor to support ultra-high net worth clients through proactive communication and coordinated service delivery across individuals, families, trusts and foundations.

You will work with Client Advisors and Senior Client Advisors to monitor investments, prepare reports, and help with account openings, documentation, and meetings.

Qualifications

• Bachelor's degree required.
• One or more years of related business experience preferred (specifically within 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.
• Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter.
• Organizational skills and ability to manage multiple tasks.
• Proficiency with Microsoft Office.
• Basic knowledge of trust administration and fiduciary services.

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 as needed.
• 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.
• Proactively monitor and take action to correct fixed income maturities and client overdrafts based on knowledge and history of the client account.

Skills

Written and verbal communication

Analytical thinking

Leadership and teamwork

Organizational skills

Multitasking

MS Office

Education

Bachelor's degree

Tools

Salesforce

Excel

Job description

Bessemer Trust in Atlanta is seeking an Associate Client Advisor to support ultra-high net worth clients through proactive communication and coordinated service delivery across individuals, families, trusts and foundations.

You will work with Client Advisors and Senior Client Advisors to monitor investments, prepare reports, and help with account openings, documentation, and meetings.