About this role
Client Advisor at Bessemer Trust. Location: San Francisco, California, United States. Role: Client communication, Account administration, Investment management Requirements: Bachelor's degree and 10+ years related business experience; Series 7/63 desired; CTFA/CFP/CFA a plus; proficient in MS Office and Salesforce. Category: Finance and Accounting Seniority: Senior Level Tools: Salesforce, Microsoft Office Suite, Excel, Outlook, PowerPoint, Word Certifications: series 7, series 63, ctfa, cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English