Summary from listing
Bessemer Trust is hiring a Client Advisor to develop and maintain relationships with ultra-high-net-worth individuals, families, trusts, and foundations. The role coordinates client communication, account administration, investment management, trust administration, regulatory compliance, and reporting across the firm’s service areas. It requires a relevant bachelor’s degree, strong writing and presentation skills, leadership and teamwork abilities, and proficiency with Microsoft Office and Salesforce; Series 7 and Series 63 licenses are desired. The position offers a hybrid work environment with 60% office and 40% remote work for most positions, along with medical, dental, vision, retirement, and other benefits.
