Client Advisor

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. 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. 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 re...