About this role
Client Advisor at Bessemer Trust. Location: Greenwich, Connecticut, United States. Role: Client service, Account administration, Investment management Requirements: Bachelor's degree; 6+ years wealth management experience; Series 7/63 desired; CTFA/ CFP or CFA a plus; strong writing/presentation; proficient in MS Office and Salesforce. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Word Certifications: series 7, series 63, ctfa, cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English