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Associate Client Advisor at FANUC

Department: Client Advisory

Setup
Hybrid
Location
West Palm Beach, Florida
Type
Full-time
Level
entry
Posted

Summary from listing

Bessemer Trust is hiring an Associate Client Advisor to support ultra-high-net-worth clients through client communication, account administration, investment monitoring, rebalancing, cash management, reporting, and coordination with other service areas. The role requires a bachelor's degree, analytical and communication skills, Microsoft Office proficiency, and familiarity with trust administration and fiduciary services; related wealth-management experience is preferred. The position offers a hybrid work environment with 60% in-office and 40% remote work for most positions, along with medical, dental, and vision coverage.

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