Wealth Management Associate: Client Advisor (Hybrid)

Bessemer Trust; West Palm Beach (FL); Híbrido; USD 70 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work environment

401(k) plan with profit sharing

Tuition reimbursement

Medical, dental, and vision plans

Paid time off and parental leave

Resumo da oferta

Bessemer Trust is seeking an Associate Client Advisor to service ultra-high net worth clients in a collaborative team. You will build and maintain client relationships, coordinate services across tax, planning, investments, and trust administration, and support client meetings.

The role emphasizes client service, investment monitoring, account administration, and ongoing professional development, with a hybrid in-office/remote schedule and ongoing training.

Qualificações

• Bachelor's degree is required.
• Interest in financial markets preferred.
• 1+ years of related wealth management experience preferred.
• Knowledge of trust administration, fiduciary laws, and KYC preferred.
• Strong written and verbal communication, plus teamwork.

Responsabilidades

• Manage routine client communications and document them in Salesforce.
• Prepare charts and materials for client meetings using Excel, Word, PowerPoint.
• Assist in investment program proposals and monitor asset allocation.
• Open accounts, gather documents, and coordinate asset transfers.
• Support annual review processes and compliance responsibilities.

Conhecimentos

Written communication

Verbal communication

Analytical

Leadership

Teamwork

Problem solving

Organizational skills

Microsoft Office

Trust administration knowledge

Formação académica

Bachelor's degree

Ferramentas

Salesforce

Excel

Word

PowerPoint

Microsoft Office

Descrição da oferta de emprego

Bessemer Trust is seeking an Associate Client Advisor to service ultra-high net worth clients in a collaborative team. You will build and maintain client relationships, coordinate services across tax, planning, investments, and trust administration, and support client meetings.

The role emphasizes client service, investment monitoring, account administration, and ongoing professional development, with a hybrid in-office/remote schedule and ongoing training.