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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 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 BermanBessemer Trust
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, Seni
Job Source: Bessemer TrustLVMH
Atlanta, GA, 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, inclusivity, and creativity. For us, it is a dream to be associated wi
Job Source: LVMHNeiman 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.Neiman 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 CareersPalmer & Cay
Atlanta, GA, United States
Property & Casualty Senior Client Advisor Atlanta, Georgia & Charlotte, North Carolina Palmer & Cay is a privately held specialty insurance and employee benefits firm with highly experienced and motivated professionals who are united in their commitment to providing exceptional client consulting services. The Senior Client Advisor at Palmer & Cay i
Job Source: Palmer & CayBalenciaga
Atlanta, GA, United States
SummaryWe are currently seeking a Sales & Client Advisor with Keys who will report to the Store Director. YOUR OPPORTUNITY The Sales & Client Advisor with Keys is to aid management in ensuring opening and closing procedures are performed correctly according to company's policies. Provide customers with top quality service by meeting their needs a
Job Source: BalenciagaAtlanta, 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 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.
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Email Alert for Client Advisor jobs in Atlanta, GA, United States
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