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© All Rights Reserved. ApplyBlast.com
Bessemer Trust
The Associate Client Advisor role offers an opportunity to join a collaborative team servicing ultra-high net worth clients at Bessemer Trust. This position focuses on developing and maintaining client relationships through proactive communication and managing accounts for individuals, families, trusts, and foundations. The role serves as a liaison between Client Advisors and various internal service areas to ensure coordinated delivery of comprehensive wealth management services.
Bessemer Trust offers personalized wealth planning, investment management, and family office services for high-net-worth individuals and families.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bessemer Trust.
Bessemer Trust didn’t post a salary, so this is our estimate from similar listings.
39% above the average for this role