Bessemer Trust · 9 hours ago
Associate Client Advisor
Washington, DC
Full-time
Hybrid
Entry Level
$80K/yr - $100K/yr
1+ years expBessemer Trust is a family office focused on private wealth management, overseeing more than $200 billion in assets. The Associate Client Advisor role involves developing and maintaining client relationships and managing client accounts while collaborating with various service areas within the organization.
Financial ServicesWealth Management
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
Propose and implement investment programs as directed by Client Advisors and Senior Client Advisors using Bessemer applications
Prepare investment guidelines for client accounts in line with clients' goals and risk tolerance
Collaborate with Client Advisors and Senior Client Advisors to proactively monitor asset allocation
Build implication models taking into account spending, taxation, and potential market behavior among other factors
Proactively monitor and take action to correct fixed income maturities and client overdrafts based on knowledge and history of the client account
Initiate orders for rebalancing of accounts
Work with Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer
Assist in preparation of account opening documentation and account profiles, obtain required approvals, and gather legal documents and tax cost information
Prepare Officers Committee account reports
Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies
Process client remittances in conjunction with Client Tax Department
Monitor and assist in covering overdrafts
Supervise and pay client bill payments
Prepare client presentation packages and reporting on client accounts
Coordinate trust reviews with Fiduciary Officers
In addition to attending all internal training sessions including Basic Trust Administration, the Associate Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications
Attend continuing education courses on trust administration
Comply with all regulatory requirements including but not limited to: Assist in the preparation of Annual Relationship Reviews and Trust Administrative Reviews
Qualification
Required
Bachelor's degree required
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
Preferred
Proven interest in financial markets preferred
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
Benefits
401 (k) program with a company profit sharing contribution
Medical, dental, vision, life insurance and disability coverage
Paid holidays, vacation, and sick days
Discretionary annual bonus for select positions
Tuition reimbursement support
Employee assistance (EAP) and wellness programs
Hybrid work environment: 60% in office, 40% remote for most positions
Paid time off and paid parental leave
Employer-paid life insurance and short- and long-term disability coverage
Legal services and financial wellness plans at no cost to employees
Company
Bessemer Trust
Bessemer Trust is an investment management, wealth planning, and client service.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
R
Ryan Bottin
Vice President, Client Advisor
Kira Rosoff
Principal, Senior Wealth Advisor
Recent News
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