Associate Client Advisor

Work with Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer. Assist in preparation of account opening documentation and account profiles, obtain required approvals, and gather legal documents and tax cost information.

Prepare Officers Committee account reports.

Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.

Process client remittances in conjunction with Client Tax Department.

Monitor and assist in covering overdrafts.

Supervise and pay client bill payments.

Prepare client presentation packages and reporting on client accounts.

Coordinate trust reviews with Fiduciary Officers.

In addition to attending all internal training sessions including Basic Trust Administration, the Associate Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications.

Attend continuing education courses on trust administration.

Bessemer Trust is a family office, overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.

Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.

To watch a video about Bessemer Trust’s history, click here .

To learn more about Bessemer Trust, click here .

Full-time