Job summary
Job post source
This job is directly from Bessemer Trust
Job overview
The Client Advisor role at Bessemer Trust involves managing and developing relationships with ultra-high net worth clients, coordinating services across multiple financial and trust-related 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 tasks such as distributions and reporting.
Experience and skills
Requires a bachelor's degree with six or more years of related experience, excellent communication skills, leadership qualities, and organizational ability; Series 7 and 63 licenses are desired, with additional certifications like CTFA, CFP, or CFA considered a plus; proficiency in Microsoft Office and Salesforce is preferred.
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 underscore your experience in client relationship management, especially with high net worth individuals, highlighting your ability to coordinate complex services across multiple financial disciplines as described in the job.
Emphasize your proficiency with tools like Salesforce and Microsoft Office Suite, your understanding of trust and estate documents, and any relevant licenses or certifications such as Series 7, Series 63, CTFA, CFP, or CFA to align with Bessemer Trust's requirements.
Apply through Bessemer Trust's official corporate careers page and LinkedIn, ensuring your application is submitted through multiple channels to increase visibility and chances of consideration.
Connect with current Client Advisors or team members in the wealth management division at Bessemer Trust on LinkedIn; start conversations by referencing recent company news, asking about the team culture, or inquiring about the skills that make candidates successful in this role.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client communication,' 'trust administration,' 'investment management,' 'Salesforce,' 'regulatory compliance,' and relevant licenses to pass automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify the best job posting sources, and find LinkedIn contacts to network with, allowing you to focus your energy on preparing for interviews and deepening your industry knowledge.
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