Job summary
Job post source
This job is directly from Bessemer Trust
Job overview
The Client Advisor at Bessemer Trust manages relationships with ultra-high net worth clients, coordinating services across multiple financial and advisory areas to ensure comprehensive client support.
Responsibilities and impact
The Client Advisor communicates regularly with clients and advisors, attends meetings, oversees account administration including transactions and compliance, assists in investment management, and handles trust administration duties such as distributions and tax coordination.
Compensation and benefits
The base salary ranges from $100,000 to $150,000, with potential discretionary incentives based on performance, plus benefits including 401(k) with profit sharing, medical, dental, vision, life insurance, disability coverage, and paid time off.
Experience and skills
Requires a bachelor's degree and ideally six or more years of related business experience; master's preferred. Desired licenses include Series 7 and 63, with CTFA, CFP, or CFA as a plus. Proficiency in Microsoft Office and Salesforce is preferred.
Company information
Bessemer Trust serves ultra-high net worth clients with a broad range of financial and trust services, emphasizing collaboration and comprehensive client care.
Team overview
The Client Advisor works within a collaborative team supporting ultra-high net worth clients, liaising with senior advisors and various service departments.
Unique job features
The role involves working with complex client portfolios and trust structures, requiring coordination across multiple specialized financial service areas and regulatory 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
Tailor your resume to emphasize your experience in client relationship management, particularly with high-net-worth individuals, highlighting your ability to communicate proactively and coordinate complex service delivery.
Focus on showcasing your knowledge of trust and estate documents, investment management, and account administration, including familiarity with regulatory compliance and financial tools like Salesforce and Microsoft Office Suite.
Apply through multiple channels such as Bessemer Trust's official careers page and LinkedIn to maximize your visibility and chances of consideration for the Client Advisor role.
Connect on LinkedIn with current Client Advisors or team members in Bessemer Trust's wealth management division; use ice breakers like commenting on their recent client success stories or asking about their approach to integrating investment and trust services.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client communication,' 'trust administration,' 'investment management,' 'Salesforce,' and 'regulatory compliance' to ensure it passes automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts for networking, allowing you to focus more on interview preparation and skill enhancement.
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