Client Advisor
Company: Bessemer Trust Company, N.A.
Location: Atlanta
Posted on: May 7, 2025
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Job Description:
The Client Advisor role is an exciting opportunity to join a
collaborative team of dedicated professionals that service
Bessemer's ultra-high net worth clients. The Client Advisor is
responsible for developing and maintaining client relationships
through proactive client communication and the coordinated delivery
of services to individuals, families, trusts, and foundations.
Scroll down the page to see all associated job requirements, and
any responsibilities successful candidates can expect.
The Client Advisor acts internally as a liaison between Senior
Client Advisors and all other service areas of the organization,
such as Tax and Financial Planning, Investments, Legacy Planning
and Trust Administration, Alternative Asset Management,
Philanthropic Advisory, Real Estate and Insurance Advisory.
Primary Responsibilities:
Client Service
Communicate with clients and their advisors regularly. Provide
timely and thorough response.
Attend client meetings, document issues discussed and coordinate
follow up.
Oversee preparation of client meeting materials. Create custom
reports proactively and as requested.
Document client information and communications in Salesforce.
Account Administration
Oversee account opening and closing procedures and review related
documents.
Oversee account transactions and reporting.
Review and be comfortable with client wills, trusts and governing
documents and their application to client account administration.
Establish necessary automated reminders and follow through.
Coordinate with Bessemer fiduciary counsel as needed to ensure
administration is in accordance with governing documents.
Prepare Annual Relationship Reviews and assure that all accounts
comply with all regulatory requirements.
Investment Management
Assist the Senior Client Advisor in investment management
activities including implementing investment objectives,
rebalancing accounts, executing trades, monitoring asset allocation
and investment performance, and overseeing investment
transition.
Monitor daily internal reports and work with account team to
resolve any issues, such as overdrafts.
Coordinate client requests for funds including regular
disbursements.
Prepare asset allocation simulation modeling.
Trust Administration
Prepare initial and annual trust reviews and requests for all
discretionary distributions from trusts and for all special
investments in trust.
Make required distributions from trusts and foundations.
Coordinate annual unitrust payments and private foundation grant
payments with tax department.
Process gifts to charity and family. Prepare and send Crummey
letters as appropriate.
Coordinate with tax department (or clients outside tax preparers)
on reporting gifts to, and use of GST exemption on gift tax returns
for, irrevocable trusts.
Prepare reports to Trust Builder for irrevocable insurance trusts
(ILITs), make transfers to ILITs as required and pay life insurance
premiums.
Other duties and responsibilities as assigned.
Qualifications:
Bachelor's degree in a relevant field and ideally four or more of
related business experience. Master's degree preferred.
Excellent writing and presentation skills.
Demonstrated leadership and teamwork qualities.
Ability to organize, complete multiple tasks within deadlines and
complete accuracy.
Series 7, Series 63 license desired with two years of Cannon Trust
School or equivalent. CTFA, CFP or CFA is a plus.
Ideally, proficient in Microsoft Office Suite - Excel, Outlook,
PowerPoint, Word, and Salesforce.
Securities licenses will not generally be obtained or maintained
unless deemed by Bessemer Trust to be required in order for you to
perform the responsibilities of this position.
Keywords: Bessemer Trust Company, N.A., Atlanta , Client Advisor, Other , Atlanta, Georgia
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