Senior Client Service Rep

The Senior Client Advisor has primary responsibility for developing and maintaining client relationships through regular and effective client communication, the coordination of client account service delivery, and consultation with client advisors. The Senior Client Advisor oversees a team of client advisors and administrative personnel and draws on the skills of internal and external experts to produce and deliver services in Investment Management, Legacy Planning and Trust Administration, Income Tax, Personal Financial Planning and Estate Planning, Private Banking, and other financial services.

CLIENT SERVICE

Discuss investment performance and anticipate client questions arising from prevailing market and economic trends.

Present estate, tax and financial planning opportunities to client, explaining the benefits and limitations of various approaches.

Provide estate, financial planning and tax recommendations based on consultation with Bessemer specialists.

Consult with fiduciary counsel on trust and estate planning, will appointments, and revocable trusts.

Lead client meetings, plan agenda, oversee production of meeting presentation and materials, coordinate follow-up with account team and document contact in Salesforce.

Communicate with client's advisors to provide and obtain client information as needed to serve client relationships.

Deliver Bessemer quality service to the client in a highly superior and ethical manner.

Determine client risk tolerance, investment objectives, target asset allocation, short and long-term cash requirements.

Educate clients on general trends and status of capital markets, behavioral risks and investment theory.

Interpret investment policy as it applies to different types of accounts.

Consult with clients on asset allocation, investment policy and performance.

Monitor asset allocation and investment performance, and oversee preparation of model asset allocation.

Review and manage concentrated positions and their relative performance.

Approve fixed-income and equity trades.

TRUST ADMINISTRATION

Administration of trust accounts, in consultation with Fiduciary Counsel and Trust Administration, Tax Department, Investment Department, outside attorneys and CPAs, and reporting to Compliance Department and Officers' Committee as required.

Solicit account additions, seek will appointments, present fee-based services including income tax return preparation, payroll and real estate tax payment services.

Attend later stage business development meetings to meet the prospective client and establish a relationship, answer questions, and educate them about Bessemer's service model.

SUPERVISION AND STAFF DEVELOPMENT

Supervise Client Advisory staff, delegate responsibilities, monitor and review performance.

Assist in the recruiting, hiring and training of Client Advisors and Associate Client Advisors.

Provide career guidance and growth opportunities.

Monitor and review team expenditures to control costs and ensure policy compliance.

Prepare Annual Relationship Review and Trust Administrative Review

the Senior Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings and internal training sessions; and reviewing relevant legal, tax, financial planning, and trust and estates publications.

Master's degree or equivalent in a relevant field (Business Administration, Finance, Economics, Law, Taxation)

Well developed and sophisticated client service orientation

Established track record of building collaborative relationships

Entrepreneurial orientation and self-starter initiativeProficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

Bessemer Trust is a family office, overseeing $250 billion in assets for 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.

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

Competitive base salary plus discretionary annual bonus for select positions

Personalized development and career opportunities, including tuition reimbursement support

Comprehensive medical, dental, and vision plans with zero contributions for employee coverage

Employee assistance (EAP) and wellness programs

Hybrid work environment: 60% in office, 40% remote for most positions

Employer-paid life insurance and short- and long-term disability coverage

Legal services and financial wellness plans at no cost to employees