Jobs
>
Atlanta

    Client Advisor - Atlanta, United States - Bessemer Trust

    Bessemer Trust
    Bessemer Trust Atlanta, United States

    3 weeks ago

    Default job background
    Description

    Job Summary:


    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 reporting.

    Review and be comfortable with client wills, trusts and governing documents and their application to client account administration. Establish necessary automated reminders and follow through.

    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.

    Investment Management


    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.

    Coordinate client requests for funds including regular disbursements.

    Prepare asset allocation simulation modeling.

    Trust Administration


    Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.

    Make required distributions from trusts and foundations.

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

    Process gifts to charity and family. Prepare and send Crummey letters as appropriate.


    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.

    Other duties and responsibilities as assigned.


    Qualifications:
    Bachelors degree in a relevant field and ideally 4-7 years of related business experience.

    Excellent writing and presentation skills.

    Demonstrated leadership and teamwork qualities.

    Ability to organize, complete multiple tasks within deadlines and complete accuracy.

    Series 7, Series 63 license desired. CTFA, CFP or CFA is a plus.

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


    Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.

    #J-18808-Ljbffr
  • Bessemer Trust

    Client Advisor

    1 week ago

    Bessemer Trust Atlanta, United States

    Job Summary: · 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 ...

  • Tiffany & Co.

    Client Advisor

    1 week ago

    Tiffany & Co. Atlanta, United States

    Overview: · We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inclusi ...

  • LVMH

    Client Advisor

    2 weeks ago

    LVMH Atlanta, United States

    Poste · Overview: · We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love ...

  • Dolce & Gabbana S.r.l.

    Client Advisor

    2 weeks ago

    Dolce & Gabbana S.r.l. Atlanta, United States

    Dolce & Gabbana, a leader in the world of luxury fashion, has an exceptional career opportunity available at our · Atlanta Phipps Plaza Boutique . We are seeking an exceptional · Client Advisor · with an established client portfolio and 3-5 years of previous Luxury Retail expe ...

  • LVMH

    client advisor

    3 weeks ago

    LVMH Atlanta, United States

    Poste · Type of Contract: Permanent Full-Time · Symbol of elegance and authentic luxury with its sophisticated and timeless Collections, CELINE is a French Leather-Goods and Couture House, driven by a strong artistic and holistic vision. · CELINE's ambition is to be one of the mo ...

  • Sonic Automotive

    Client Advisor

    3 weeks ago

    Sonic Automotive Atlanta, United States

    Client Advisor - Global Imports BMW in Atlanta, GA at Sonic Automotive · Location: · 500 Interstate North Parkway East Southeast · Atlanta, GA 30339 · Job Type: · Other · Experience: · Associate · Job Description · Our sale professionals are responsible for selling vehicles ...

  • MONCLER S.P.A.

    Client Advisor

    1 week ago

    MONCLER S.P.A. Atlanta, United States

    POSITION OVERVIEW: · Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/ex ...

  • Moncler Spa

    Client Advisor

    2 weeks ago

    Moncler Spa Atlanta, United States

    POSITION OVERVIEW: · Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/ex ...

  • Voya Financial, Inc.

    Associate Client Advisor

    3 weeks ago

    Voya Financial, Inc. Atlanta, United States

    Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Client Advisor, Solutions, Insura ...

  • Moncler

    Senior Client Advisor

    3 weeks ago

    Moncler Atlanta, United States

    POSITION OVERVIEW: · Moncler Selling Ceremony and always achieves excellent sales results. Senior Client Advisors (SCA) are natural relationship builders with outstanding commercial ability, guiding each client through the brand's values and heritage, gaining a strong understandi ...

  • Moncler

    Client Advisor Manager

    1 week ago

    Moncler Atlanta, United States

    POSITION OVERVIEW: · The Client Advisor Manager strives to reach excellence in business performance and key qualitative objectives always going beyond expectations, inspiring, managing and coaching the team. · RESPONSIBILITIES:Support the creation of a genuine, attentive and long ...

  • Sonic Automotive

    Sales, Client Advisor

    3 weeks ago

    Sonic Automotive Atlanta, United States

    Our sale professionals are responsible for selling vehicles and meeting dealership gross profit, volume and customer satisfaction standards. This position includes four broad areas of activity: personal work habits, prospecting, selling, and follow-u Client Advisor, Sales, Adviso ...

  • Valentino

    Client Advisor- Atlanta

    1 week ago

    Valentino Atlanta, United States

    WHY WORK FOR VALENTINO · A career in Maison Valentino is your chance to grow in a reality where business and creativity meet and thrive in an inclusive, and open-minded community. · WHAT WE BELIEVE IN · Maison Valentino believes in a colleague-centric approach, where our contribu ...

  • Zimmermann

    Client Advisor, Atlanta

    1 week ago

    Zimmermann Atlanta, United States

    An opportunity exists for an experienced Client Advisor to join the retail team in our Phipps Plaza Atlanta boutique. · The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and ex ...

  • Valentino

    Client Advisor- Atlanta

    1 week ago

    Valentino Atlanta, United States

    WHY WORK FOR VALENTINO · A career in Maison Valentino is your chance to grow in a reality where business and creativity meet and thrive in an inclusive, and open-minded community. · WHAT WE BELIEVE IN · Maison Valentino believes in a colleague-centric approach, where our con ...

  • Zimmermann Company

    Client Advisor, Atlanta

    4 days ago

    Zimmermann Company Atlanta, United States

    An opportunity exists for an experienced Client Advisor to join the retail team in our Phipps Plaza Atlanta boutique. · The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and ex ...

  • Autobahn

    Sales, Client Advisor

    3 weeks ago

    Autobahn Atlanta, United States

    Sales, Client Advisor - Global Imports BMW · Full-time · At · Global Imports BMW , a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving i ...

  • Sonic Automotive

    Sales, Client Advisor

    3 weeks ago

    Sonic Automotive Atlanta, United States

    Company Description · At Global Imports BMW, a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; they're committed to your suc ...

  • Sonic Automotive

    Sales, Client Advisor

    1 week ago

    Sonic Automotive Atlanta, United States

    Job Description · Job DescriptionCompany Description · At Global Imports BMW, a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventor ...

  • Angela Krause Lincoln

    Lincoln Client Advisor

    1 week ago

    Angela Krause Lincoln Alpharetta, United States

    Job Description · Job DescriptionAngela Krause Lincoln is seeking a Lincoln Client Advisor to join our team We are the #1 Lincoln volume dealer in the state of Georgia for the past 3 years, and we also have won back to back DealerRater Lincoln Dealer of the Year. Our luxury facil ...