Client Advisory Support Analyst

Bessemer Trust•Woodbridge Township, NJ

7h•$65,000 - $80,000•Hybrid

About The Position

The Client Advisory Support ("CAS") Department is seeking to fill a CAS Analyst position. CAS serves as the client onboarding hub, primarily managing account opening and account maintenance for client and wealth advisors. The selected candidate will focus primarily on account opening, ensuring precision and adherence to regulatory requirements.

Requirements

Self-motivated and capable of working independently.
Knowledge of KYC and CIP programs.
Strong organizational and interpersonal skills with exceptional attention to detail.
Demonstrated ability to analyze complex situations, make informed decisions, and develop effective solutions to challenges.
Experience working in a team-oriented, collaborative environment.
Undergraduate degree required.
Two or more years experience in client onboarding or financial services.

Nice To Haves

Candidates with experience in client onboarding and services preferred.

Responsibilities

Prepare account opening packages and review Know Your Client (KYC) and Client Identification Program (CIP) documents.
Assess corporate governance documents to determine organizational structure and key stakeholders.
Conduct quality control reviews of the client record database.
Provide onboarding support to Client Advisor teams.
Identify and escalate any issues or concerns regarding client account documents, collaborating with management, legal, and compliance as necessary.
Analyze keys terms of legal agreements such as trust instruments, wills, operating agreements, and bylaws.
Maintain clear and effective communication with Client Advisors
Proactively identify and resolve client issues to deliver exceptional client satisfaction.
Cultivate strong, collaborative partnerships with Client Advisors and internal business partners.
Support various projects, including process optimization, compliance initiatives, and data analysis, as needed.

Benefits

Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
Competitive base salary plus discretionary annual bonus for select positions
A 401(k) plan with a generous annual profit-sharing contribution
Personalized development and career opportunities, including tuition reimbursement support
Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
Employee assistance (EAP) and wellness programs
Hybrid work environment: 60% in office, 40% remote for most positions
Paid time off and paid parental leave
Employer-paid life insurance and short- and long-term disability coverage
Legal services and financial wellness plans at no cost to employees