Wealth Management Client Advisor Associate

bessemer; Chicago (IL); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) with profit sharing

Medical, dental, and vision coverage

Paid holidays, vacation, and sick days

Life insurance and disability coverage

Tuition reimbursement

Legal services and financial wellness

Job summary

Bessemer Trust in Chicago is seeking an Associate Client Advisor to support ultra-high-net-worth clients by nurturing relationships and coordinating service delivery across trust, tax, planning, investments, and custody. You will liaise with Client Advisors, Senior Client Advisors, and other service areas to ensure seamless fulfillment of client needs.

You will attend client meetings, prepare materials, monitor accounts, and assist in administration, compliance, and ongoing education while

Qualifications

• Bachelor's degree required.
• Interest in financial markets preferred.
• 1+ 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 and independent problem solving skills.
• Written and verbal communication skills.
• Demonstrated leadership and teamwork qualities.
• Organizational skills and ability to manage multiple tasks.
• Proficiency with Microsoft Office.
• Basic knowledge of trust administration and fiduciary services.

Responsibilities

• Handle routine client and advisor communications via phone, email, and fax.
• Document client communications in Salesforce and prepare meeting materials using Excel, Word, and PowerPoint.
• Open accounts and coordinate asset transfers with external agents.
• Prepare client reports and manage cash and account administration tasks.
• Attend client meetings and contribute to presentations.
• Monitor investment guidelines and asset allocation with advisors.
• Support continuing education on trust administration and regulatory requirements.
• Assist in annual reviews and ensure regulatory compliance.

Job description

Bessemer Trust in Chicago is seeking an Associate Client Advisor to support ultra-high-net-worth clients by nurturing relationships and coordinating service delivery across trust, tax, planning, investments, and custody. You will liaise with Client Advisors, Senior Client Advisors, and other service areas to ensure seamless fulfillment of client needs.

You will attend client meetings, prepare materials, monitor accounts, and assist in administration, compliance, and ongoing education while