REMOTE! CLIENT SERVICE REP

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.

Client Service

Communicate with clients and their advisors regularly. Attend client meetings, document issues discussed and coordinate follow up.

Oversee preparation of client meeting materials. 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. 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.

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.

Prepare asset allocation simulation modeling.

Trust Administration

Make required distributions from trusts and foundations.

Coordinate annual unitrust payments and private foundation grant payments with tax department.

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.

Bachelor's degree in a relevant field and ideally 5+ years of related business experience.

Excellent writing and presentation skills.

Demonstrated leadership and teamwork qualities.

Ideally, proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

In addition, this position may be eligible to participate in the relevant business unit’s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; and sick time, subject to plan terms and Company policies.

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.

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

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