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Bessemer Trust
Atlanta, GA, 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 between Senior Client Advisors and all other service areas of the organ
Job Source: Bessemer TrustBessemer Trust
Atlanta, GA, 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 between Senior Client Advisors and all other service areas of the organ
Job Source: Bessemer TrustNeuberger Berman
Atlanta, GA, United States
Summary The Alternative Investment Product Specialist will work with Neuberger’s Investment, National Accounts and Intermediary Sales teams to educate them about Alternative offerings to advocate, educate and sell Neuberger’s Alternatives suite of products. The role will involve one-on-one and group presentations, conference calls, and coordinatio
Job Source: Neuberger BermanMarsh & McLennan Companies, Inc.
Atlanta, GA, United States
Company: Marsh Description: Customer and client expectations are constantly evolving. Companies are merging at historic rates. Technology is developing faster than the market can keep up with. So what competitive advantage is left? The answer: People. At Marsh, our people are the only irreplaceable assets, the ones who will make the difference no
Job Source: Marsh & McLennan Companies, Inc.Marsh LLC
Atlanta, GA, United States
Customer and client expectations are constantly evolving. Companies are merging at historic rates. Technology is developing faster than the market can keep up with. So what competitive advantage is left? The answer: People. At Marsh, our people are the only irreplaceable assets, the ones who will make the difference now and for years to come. Marsh
Job Source: Marsh LLCMarsh & McLennan Companies
Atlanta, GA, United States
Associate Client Advisor- Commercial Property & Casualty page is loaded Associate Client Advisor- Commercial Property & Casualty Apply remote type Hybrid locations Atlanta - Lenox time type Full time posted on Posted 3 Days Ago job requisition id R_259129 Company: Marsh Description: Customer and client
Job Source: Marsh & McLennan CompaniesNeiman Marcus Group Careers
Atlanta, GA, United States
Neiman Marcus Group is a relationship business that leads with love in everything we do-for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As a Client Advisor y
Job Source: Neiman Marcus Group CareersNeiman Marcus Group, Inc.
Atlanta, GA, United States
Four luxury retailers — Neiman Marcus, Bergdorf Goodman, Last Call and Horchow — make up the Neiman Marcus Group. For over a century, we have continually transformed and elevated the luxury shopping experience, offering the finest in fashion, shoes, handbags, jewelry, beauty and decorative items for the home. We are committed to equal employment o
Job Source: Neiman Marcus Group, Inc.Atlanta, GA, 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 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.
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.
Email Alert for Associate Client Advisor jobs in Atlanta, GA, United States
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