Job summary
Job post source
This job is directly from Bessemer Trust
Job overview
The Associate Client Advisor at Bessemer Trust supports ultra-high net worth clients by managing client relationships and coordinating service delivery across multiple departments.
Responsibilities and impact
The role involves client communication, preparing meeting materials, investment management tasks such as implementing investment programs and monitoring asset allocation, account administration including opening accounts and managing cash functions, and ongoing professional education and compliance.
Experience and skills
A bachelor's degree is required, with preferred experience in financial markets and wealth management, knowledge of trust administration and fiduciary laws, strong analytical, communication, leadership, organizational skills, and proficiency in Microsoft Office.
Career development
The position includes opportunities for continuing education in trust administration and staying current on market trends through internal training and independent research.
Company information
Bessemer Trust is a wealth management firm serving ultra-high net worth clients with comprehensive financial and fiduciary services.
Team overview
The Associate Client Advisor works within a collaborative team supporting client advisors and coordinating with various service departments.
Unique job features
The role uniquely combines client service, investment management, and trust administration responsibilities with a focus on ultra-high net worth clients and compliance.
Company overview
Bessemer Trust is a privately-owned wealth management and investment advisory firm that specializes in providing comprehensive financial services to high-net-worth individuals and families. The company generates revenue through asset management fees, financial planning, and fiduciary services. Founded in 1907 by Henry Phipps, a co-founder of Carnegie Steel, Bessemer Trust has a long history of managing significant family fortunes and offers a range of services including estate planning, tax advice, and philanthropic guidance. The firm is known for its personalized approach and commitment to client confidentiality and long-term financial security.
How to land this job
Position your resume to highlight your experience in client relationship management, emphasizing communication skills and proactive client service as outlined in the Associate Client Advisor role at Bessemer Trust.
Focus on showcasing your familiarity with financial markets, trust administration, fiduciary laws, and your proficiency in Microsoft Office tools like Excel, Word, and PowerPoint, which are critical for preparing client materials and reports.
Apply through multiple channels including Bessemer Trust's official corporate careers page and LinkedIn to maximize your application visibility and ensure it reaches the right hiring managers.
Connect on LinkedIn with professionals in Bessemer Trust’s client advisory and wealth management teams; use ice breakers such as commenting on recent company news, asking about their experience with client account management, or expressing enthusiasm for Bessemer’s approach to ultra-high net worth client service.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client communication,' 'trust administration,' 'fiduciary laws,' 'investment management,' and 'financial markets' to improve your chances of passing automated screening systems.
Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify relevant job posting locations, and discover LinkedIn connections to network with, allowing you to focus your time on preparing for interviews and further skill development.
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