About this role
Associate Client Advisor at Bessemer Trust. Location: New York, New York, United States. Role: managing accounts, preparing reports, communicating clients Requirements: Bachelor's degree required; client service and account administration experience preferred; proficiency with Microsoft Office and Salesforce; strong analytical, communication, and organizational skills; knowledge of trust administration and fiduciary principles preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Workflow, Atlas, Microsoft Office Commitment: Full Time Workplace: Hybrid Languages: English