Jobs
>
Chicago

    Associate Client Advisor - Chicago, United States - Bessemer Trust

    Bessemer Trust
    Bessemer Trust Chicago, United States

    2 weeks ago

    Default job background
    Description

    Job Summary:


    This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations.

    The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody.


    Responsibilities:

    Client Service:
    Handle routine communication with clients and their advisors via telephone, email and fax.
    Document written and verbal communication with clients and their advisors in Salesforce.
    Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
    Construct customized spreadsheets for clients.
    Complete financial paperwork from other institutions for clients.
    File correspondence and other documents in internal databases.
    Create documentation of client correspondence for tracking purposes.
    Attend and contribute to client meetings and presentations.
    Interface with clients when questions arise about investment strategy or capital markets outlook.


    Investment Management:
    Propose and implement investment programs as directed by Client Advisors and Senior Client Advisors using Bessemer applications.
    Prepare investment guidelines for client accounts in line with clients' goals and risk tolerance.
    Collaborate with Client Advisors and Senior Client Advisors to proactively monitor asset allocation.
    Build implication models taking into account spending, taxation, and potential market behavior among other factors.

    Proactively monitor and take action to correct fixed income maturities and client overdrafts based on knowledge and history of the client account.

    Initiate orders for rebalancing of accounts.


    Account Administration:
    Work with Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer.

    Assist in preparation of account opening documentation and account profiles, obtain required approvals, and gather legal documents and tax cost information.

    Prepare Officers Committee account reports.

    Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.

    Process client remittances in conjunction with Client Tax Department.
    Monitor and assist in covering overdrafts.
    Supervise and pay client bill payments.
    Prepare client presentation packages and reporting on client accounts.
    Coordinate trust reviews with Fiduciary Officers.


    Continuing Professional Education and Development:


    In addition to attending all internal training sessions including Basic Trust Administration, the Associate Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications.

    Attend continuing education courses on trust administration.


    Compliance Responsibilities:
    Comply with all regulatory requirements including but not limited to:

    Assist in the preparation of Annual Relationship Reviews and Trust Administrative Reviews

    Qualifications:
    Bachelor's degree required.
    Proven interest in financial markets preferred.

    One or more years of related business experience preferred (specifically within Wealth Management a plus).Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred.

    Analytical & independent problem solving skills.
    Written and verbal communication skills.
    Demonstrated leadership and teamwork qualities.
    Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter.
    Organizational skills and ability to manage multiple tasks.
    Proficiency with Microsoft Office.
    Basic knowledge of trust administration and fiduciary services.

    #J-18808-Ljbffr
  • LVMH

    Client Advisor

    1 day ago

    LVMH Chicago, United States

    Poste · Our Louis Vuitton Nordstrom Chicago location is seeking a highly motivated Full-Time Client Advisor with a passion for creating memorable experiences for our worldly clientele. · We are seeking candidates in the Chicago market with flexible availability. · Profil · This i ...

  • Northern Trust

    Client Advisor

    1 week ago

    Northern Trust Chicago, United States

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...

  • Neuberger Berman Group LLC

    Client Advisor

    1 week ago

    Neuberger Berman Group LLC Chicago, United States

    Summary · The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a large market territory. The CA's objective is to better penetrate this large territory through business development activities (pro ...

  • Emerging Blue Jobs

    Client Advisor

    2 days ago

    Emerging Blue Jobs Chicago, United States

    Job Description · Job DescriptionOur client, a luxury apparel company in Chicago, is hiring a full time Client Advisor in Chicago · As a Client Advisor, you are representing the brand in the luxury market and lifestyle market, offering the highest level of customer service, maint ...

  • Emerging Blue Jobs

    Client Advisor

    2 days ago

    Emerging Blue Jobs Chicago, United States

    Job Description · Job Description · Our client is a luxury ready to wear and lifestyle company. Known for its knitwear, garments made of the finest · natural materials, and understated elegance. For more than 25 years, our client has created modern design with old world · inf ...

  • Emerging Blue Jobs

    Client Advisor

    1 week ago

    Emerging Blue Jobs Chicago, United States

    Job Description · Job DescriptionOur client is a luxury ready to wear and lifestyle company. Known for its knitwear, garments made of the finest · natural materials, and understated elegance. For more than 25 years, our client has created modern design with old world · influences ...

  • LVMH

    client advisor

    1 week ago

    LVMH Chicago, United States

    Poste · 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 most iconic luxury brands worldwide. To m ...

  • The Principal Financial Group

    Senior Client Advisor

    1 week ago

    The Principal Financial Group Chicago, United States

    Were looking for a Senior Client Advisor to join our Institutional Sales team at Principal Asset Management where you will play a pivotal role in fostering inclusive partnerships and drive sustainable growth. Reporting to Amanda Wilson, Managing Dir Client Advisor, Management, Sa ...

  • Bessemer Trust

    Associate Client Advisor

    2 weeks ago

    Bessemer Trust Chicago, United States

    Job Summary: · This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Assoc ...

  • The Judson Group

    Lead Client Advisor

    1 week ago

    The Judson Group Chicago, United States

    Judson Group has been retained by a privately-held RIA with over $1.3B AUM in the search for a · Lead · Client Advisor · to take on existing client relationships. The Lead Client Advisor acts as the primary manager of the client relationship and other service areas of the firm ...

  • Marsh & McLennan Companies, Inc.

    Private Client Advisor

    2 weeks ago

    Marsh & McLennan Companies, Inc. Chicago, United States OTHER

    Our not-so-secret sauce. · Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every da ...

  • Neuberger Berman

    Alternatives Client Advisor

    1 week ago

    Neuberger Berman Chicago, United States

    Information regarding Neuberger Berman's privacy policy is available under Important Links on . · Alternatives Client Advisor page is loaded · Alternatives Client Advisor · Apply · locations · Chicago, IL · time type · Full time · posted on · Posted Yesterday · job requ ...

  • Henley & Partners - The Firm of Global Citizens®

    Private Client Advisor

    1 day ago

    Henley & Partners - The Firm of Global Citizens® Chicago, United States

    Joining Henley & Partners · As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. · Why choose Henley & Partners? Here's what sets us apart: · Global Imp ...

  • Henley & Partners - The Firm of Global Citizens®

    Private Client Advisor

    6 days ago

    Henley & Partners - The Firm of Global Citizens® Chicago, United States

    As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. · Why choose Henley & Partners? Here's what sets us apart: · Global Impact: Join a company that mak ...

  • Crucial Learning

    Senior Client Advisor

    4 weeks ago

    Crucial Learning Chicago, United States

    Senior Client Advisor - Great Lakes · Reports To: · Director of Sales · Employment Type: · Full Time, · FSLA Status: · Exempt, · EEO Category: · Sales Workers · The Impact you Will Have: · You will be responsible for hitting or exceeding an annual revenue quota from both a ...

  • Marsh & McLennan Companies, Inc.

    Senior Private Client Advisor

    1 day ago

    Marsh & McLennan Companies, Inc. Chicago, United States

    Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 10,000 of the industrys brightest talent drive our efforts to deliver purposeful work a Client Advisor, Private, Advisor, ...

  • Dolce & Gabbana

    Senior Client Advisor Chicago

    3 days ago

    Dolce & Gabbana Chicago, United States

    Dolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity In Chicago. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand ...

  • Armani Group

    Client Advisor, Giorgio Armani Chicago

    2 weeks ago

    Armani Group Chicago, United States Full time Regular

    JOB DESCRIPTION · Client Advisor | Giorgio Armani Chicago | Full-Time · As an associate with Giorgio Armani Corporation, you will be part of a diverse team , who you will work with to drive sales and provide an excellent client experience that represents the brand. Your abili ...

  • Marsh McLennan Companies

    Insurance Private Client Advisor

    1 day ago

    Marsh McLennan Companies Chicago, United States Full time

    Description:Job Description For Posting · Our Unique Company Culture: · At our company, our award-winning, inclusive, and vibrant workplace culture is not something that happens by chance. It is a direct result of the dedication and hard work of our exceptional team members. More ...

  • LVMH Group

    Client Advisor, Visual Specialist

    1 week ago

    LVMH Group Chicago, United States

    LOEWE is one of the world's major luxury houses, founded in 1846 in Spain. Today the Maison is under the creative direction of Jonathan Anderson, who has envisioned and crafted a bold new chapter for LOEWE, translating a prismatic and eclectic range of art influences into the med ...