Associate Client Advisor
Bessemer Trust
- Experience
- 1+ yrs
- Location
- West Palm Beach, Florida, United States
- Job type
- Full-time
Required skills
- Salesforce
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Workflow
- Atlas
About the role
Bachelor's degree required; 1+ years related business experience preferred; working knowledge of trust administration, fiduciary laws, Regulation-9 and KYC preferred; proficiency with Microsoft Office; strong analytical, communication, and organizational skills.
About Bessemer Trust
Privately owned family office providing investment management, wealth planning, and family-office services to high-net-worth individuals and families.
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