Assistant Client Account Manager recruitment

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 CRM.
Prepare charts and materials for client meeting presentation books using Pages, Excel, Word, PowerPoint and the intranet as needed and file in CRM and DMS.
Prepare customized spreadsheets for clients.
Complete financial paperwork from other institutions for clients.
File correspondence and other documents in DMS.

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.
Monitor and pay client bill payments.

INVESTMENT MANAGEMENT

Implement investment programs as directed by Senior and Associate Client Account Managers using Bessemer applications.
Assist in the account rebalancing.

CONTINUING PROFESSIONAL EDUCATION AND DEVELOPMENT

In addition to attending all internal training sessions including Basic Trust Administration, the Assistant Client Account Manager 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 in finance/economics preferred.
A minimum of one to two years related business experience preferred (specifically within Wealth Management a plus).
Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred.
Superior analytical independent problem solving skills.
Excellent written and verbal communication skills.
Demonstrated leadership and teamwork qualities.
Successful candidate must be results driven, detailed oriented and a motivated self-starter.
Strong organizational skills and ability to manage multiple tasks.
Strong proficiency with Microsoft Office – Excel, Outlook, PowerPoint, Word a must; MS Access a strong plus.

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