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© All Rights Reserved. ApplyBlast.com
Bessemer Trust
The Client Advisor role at Bessemer Trust involves developing and maintaining relationships with ultra-high net worth clients through proactive communication and coordinated service delivery. This position acts as an internal liaison between Senior Client Advisors and various specialized service areas, including investments, tax planning, and trust administration. The role requires overseeing account administration, assisting with investment management activities, and ensuring compliance with regulatory and fiduciary requirements.
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.
16% below the average for this role