Client Advisor job in Houston, TX| Recruit Arrow
Recruit Arrow
Friday, April 19, 2024
Email Password
Forgot your password?
Welcome, Guest! New User?
Tell a Friend
Success Stories
From my very first contact with Recruit Arrow, through the application process, interviews, and my acceptance of the position, this service was an invaluable asset. My recruiter gave me insight into the company by sharing her own experiences and views.


Job Search

What


 job title, keywords

Where


 city, state, zip



Related Category Jobs:

JOB CENTER

Your Window to a World of Opportunities

Welcome to Recruit Arrow's Job Center. We offer you the ability to stay current in numerous specialized job markets, including marketing, advertising, and engineering just to name a few, by subscribing to our Newsletter and Real-Time Job Updates; to subscribe click here.

If you do not yet have an account with Recruit Arrow, we encourage you to sign up for a new account by submitting your resume. An account will allow you to make our search consultants aware of the jobs that you are interested in, view new jobs that match your search settings, modify your search settings, submit a new resume, and take advantage of other useful features.

We are pleased that your assessment of options has led you to Recruit Arrow, and we invite you to browse our website to learn more about our firm and the career opportunities we offer. If you would like to be considered for an professional position, feel free to submit your resume.


Select from the options below to begin your search.
Locations:
(hold down ctrl to choose multiple locations)
City Name:

Primary Field:

Minimum Years of Experience:

Keyword:

1 matches | 1 - 1 displayed 
 1 

Title
Client Advisor
Location : Texas, Houston
Refer job # NXEN337357
 
Job Responsibilities and Requirements: Responsibilities: -Client Service Regular client communication, including responding to client and advisor inquiries. Attend client meetings as directed by Senior Client Advisor. Document issues discussed and coordinate follow up utilizing CRM. Oversee preparation of client meeting presentation books. Create custom reports proactively and at client request. Document written and verbal communication with clients and their advisors in CRM. Input client information in CRM and update as needed. -Account Administration Oversee account opening and closing procedures and review related documents prepared by account team. Review deeds, wills, trusts and establish necessary automated reminders, remittances, etc. Coordinate with Bessemer fiduciary counsel as needed to ensure administration is in accordance with governing documents. -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 overdraft report and work with account team to resolve overdrafts. Coordinate client requests for funds including regular remittances and disbursements. Prepare asset allocation simulation modeling for clients. -Trust Administration Prepare initial and annual trust reviews. Prepare requests to SIDD committee for all discretionary distributions from trusts and for all special investments in trust. Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. Make required distributions from charitable remainder trusts (CRTs), charitable lead trusts (CLTs) and private 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. -Compliance Responsibilities Prepare Annual Relationship Review. Comply with all regulatory requirements -Other duties and responsibilities as assigned. Qualifications: Bachelors degree in a relevant field (Business Administration, Finance, Economics, Law, Taxation) required. Masters preferred. Four to ten years related experience or equivalent combination of education and experience. Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. Suggested: CTFA or CFP or current law license or current CPA Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years.
 
 
 
[Apply Now] [Email to a Colleague] [Permalink]

This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity.Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.

1 matches | 1 - 1 displayed 
 1 
Newsletter and Job Updates
© 2024 Recruit Arrow. All Rights Reserved.     Privacy Policy | Site Map | Our Sites | Latest Jobs