Senior Client Advisor — Wealth Manager & Trust Lead
Bessemer Trust Co NA
Bessemer Trust in West Palm Beach is seeking a Senior Client Advisor to develop and manage client relationships. This role involves overseeing a team of advisors while delivering quality investments and estate planning services. The ideal candidate holds a Master’s degree, possesses over 12 years of experience, and has strong communication and client service skills. Bessemer Trust offers a hybrid work model and comprehensive employee benefits. #J-18808-Ljbffr Bessemer Trust
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Senior Client Advisor — Wealth Manager & Trust Lead in West Palm Beach, FL vacancy
$130k - $155k
Mohr Talent is seeking a Senior Trust Officer in West Palm Beach, FL. This role demands a specialist in Special Needs Trusts who can manage relationships and guide clients effectively. You will be responsible for administering fiduciary accounts and ensuring compliance...Senior- Kestra Financial is looking for a Senior Trust Officer in West Palm Beach, FL. This position... ...account administration to ensure client satisfaction and involves mentoring junior... ...have experience in private banking or wealth management and possess strong leadership skills....Senior
- A leading legal staffing firm in West Palm Beach is seeking an experienced Estate Planning Attorney with... ...of 8 years' experience in estate planning and trust administration. The ideal candidate will have an established client base and a proven track record in developing...Senior
- ...A leading construction firm located in West Palm Beach, Florida, is seeking a Superintendent II. In this role, you will direct construction... ...on time and correctly. You will collaborate with project managers and supervise field personnel while maintaining compliance with...Senior
Hedrick Brothers Construction
West Palm Beach, FL10 hours ago - The Senior Client Advisor has primary responsibility for developing and maintaining client... ...and deliver services in Investment Management, Legacy Planning and Trust Administration, Income Tax,... ...appointments, and revocable trusts. Lead client meetings, plan agenda, oversee...SeniorTemporary workWork at officeRemote work
- Senior Biller Premier, high-growth multi-state surgical practice in Palm Beach seeking an elite Senior Biller to act as our team's subject matter expert, mentor staff, and optimize our revenue cycle. Pay: $28 - $36/hr. Work hours: 8 AM - 5 PM. RandstadSenior
- Job Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate for its West Palm Beach, FL office. This role offers the chance to engage in sophisticated estate planning and administration within a collaborative environment. Duties Handle complex...SeniorWork at officeRemote work
- RELATED in West Palm Beach is seeking a Senior Manager, Brand Partnerships to enhance and manage partnerships across its properties. This role involves working collaboratively with internal teams and an external sales agency to develop business and fulfill sponsorship...Senior
- A leading engineering consultancy is seeking a Senior Construction Consultant to support trenchless services. Responsibilities include construction oversight, managing project schedules, and ensuring safety compliance. The ideal candidate has a Bachelor's degree and over...Senior
- ServiceNow, Inc. is searching for an experienced Deal Desk Manager in West Palm Beach, Florida, to orchestrate the creation of sales proposals and SOWs. The role requires collaboration across various functions including Sales, Legal, and Finance, while ensuring compliance...Senior
- Akerman LLP in West Palm Beach is seeking an IP Docketing Manager to lead the firm’s docketing function. This role requires extensive experience in U.S. and foreign patent and trademark matters, coupled with strong leadership skills. The successful candidate will ensure...Senior
- Tenet Healthcare is seeking a Lead Patient Relations Associate in West Palm Beach, Florida, to oversee the delivery of high-quality patient experience services. This role involves resolving patient concerns effectively, coordinating the patient relations team, and implementing...Senior
$130k
...Senior Trust Officer West Palm Beach, FL, Florida — Direct... ...primary relationship lead for a portfolio of Special... ..., and financial advisors Interpret trust documents... ...to deliver a seamless client experience Anticipate... ...Exceptional relationship‑management skills with families...SeniorLocal areaMohr Talent
West Palm Beach, FL4 days ago- ...financial aid administrator to ensure compliance with all financial aid policies and provide top-tier customer service. The role involves managing financial aid programs, overseeing audits, and supporting students and families in navigating financial aid processes. Candidates...Senior
- ...organization based in West Palm Beach is seeking a Senior Producer for Journalism and Investigations. In this role, you will lead the development and execution of impactful... ...commitment to journalistic integrity. You'll manage editorial teams, ensuring high-quality production...Senior
- A leading real estate company in West Palm Beach seeks an experienced events director. This role involves developing and leading comprehensive event strategies aligned with corporate goals and executing high-profile events to strengthen community ties. The ideal candidate...Senior
- A leading development firm based in West Palm Beach is seeking a professional Senior Accountant. This role involves managing all aspects of development accounting, including preparing financial reports and loan requisitions. Candidates should hold a Bachelor’s degree in...Senior
- Valley National Bank in West Palm Beach, Florida is seeking a dedicated professional for customer service responsibilities. This role requires engaging with customers, educating them about various bank products, and meeting their financial needs with exceptional service...Senior
- Bessemer Trust is seeking an Associate Client Advisor to join their team in West Palm Beach, Florida. This role involves developing and managing client relationships while ensuring the delivery of services to ultra-high net worth clients. The ideal candidate will have a...
- Compass International Holdings is seeking an Escrow Officer in Boynton Beach, Florida. The role involves managing the escrow process from contract review to closing, ensuring all documentation is accurate and complete. Candidates should have 2-3 years of escrow experience...Contract work
- HDR is seeking a Senior Cultural Resources Archaeologist to lead and manage archaeological surveys and mitigation activities. The ideal candidate will have a strong background in cultural resource management and a minimum of 10 years of archaeological experience, with...SeniorFull time
- ...solutions. Additional responsibilities include meeting service quality standards, participating in community events, and assisting the branch with cash management. A candidate who can present a professional demeanor and foster trust is ideal. #J-18808-Ljbffr Valley Bank
- Tech Systems Inc. (TSi) is seeking a Lead Installation Technician responsible for installing, servicing, and repairing electronic security... ...while demonstrating excellent customer service and project management capabilities. A valid driver’s license is also required. #J-18...Senior
$75k - $85k
A leading recruitment agency is seeking a Senior Accountant in West Palm Beach, FL. The candidate will oversee accounting functions, including financial reporting and general ledger management. Requirements include a Bachelor's in Accounting or Finance, 5+ years of experience...Senior- A leading personal injury law firm in Florida is seeking an experienced Personal Injury Litigation... ...years of experience. The candidate will manage all aspects of personal injury cases, evaluate case merits, provide guidance to clients, and negotiate settlements. Strong...SeniorWork at office
- ...2026 at 8:00 AM Arden Trust Company (Arden Trust) is... ...Kestra Holdings, an industry-leading wealth management platform for independent... ...mission is to help advisors meet their investing clients' vision and ensure their... ...Impact. As the Trust Officer Senior, you will report to the...SeniorImmediate start
- icreatives is seeking a Senior Art Director in Palm Beach Gardens, FL, to lead creative projects from concept to production. The ideal candidate will have over 5 years of experience in an agency or in-house environment, expertise in Adobe Creative Cloud, and the ability...SeniorFull timeRemote work
- National Power, LLC is looking for an experienced Senior/Master Generator Technician in West Palm Beach, FL. In this role, you will supervise and develop service technicians while ensuring the proper functioning of industrial generators. This position offers competitive...SeniorRemote jobNight shift
- ...SUMMARY The Portfolio Manager assists in the assessment of... ...with current and prospective clients to understand the specific customer... ...Horizon Corporation is a leading regional financial services... ..., consumer, small business, wealth and trust management, retail brokerage...Senior
First Horizon Bank
Palm Beach, FL3 days ago - ...Lauderdale, FL SUMMARY The Portfolio Manager assists in the assessment of... ...current and prospective clients to understand the specific... ...Horizon Corporation is a leading regional financial services... ..., consumer, small business, wealth and trust management, retail brokerage...Senior
First Horizon Bank
Palm Beach, FL1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Advisor — Wealth Manager & Trust Lead. Be the first to apply!
Related searches
- insurance customer service advisor West Palm Beach, FL
- customer service representative hiring West Palm Beach, FL
- customer service representative data entry West Palm Beach, FL
- customer associate West Palm Beach, FL
- customer retention representative West Palm Beach, FL
- customer advisor West Palm Beach, FL
- customer success associate West Palm Beach, FL
- part time customer service representative work from home West Palm Beach, FL
- customer service administrator West Palm Beach, FL
- warehouse customer service representative West Palm Beach, FL