Experienced Wealth & Fiduciary Associate - Evercore Wealth Management (San Francisco)
About The Position
Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth families, endowments and foundations, delivering customized investment management, financial planning and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthandtrust.com . Evercore Wealth Management, LLC and Evercore Trust Company, N.A. seek a Wealth & Fiduciary Advisory Associate to join the Wealth Management team in San Francisco, CA.
Requirements
- Bachelor’s degree required.
- 2-8 years of experience in wealth management or trust administration, preferably in a client service role.
- Strong client service skills with experience in client coordination.
- High attention to detail with excellent problem-solving abilities.
- Strong organizational skills and ability to work independently and collaboratively.
- Proficiency in Fidelity, Black Diamond, Microsoft Office Suite
- Ability to manage multiple tasks in a fast-paced environment and communicate complex information clearly.
- Commitment to delivering high-quality client service.
Nice To Haves
- Experience with eMoney, Schwab, Trust 3000, APX, Salesforce, or Practifi is a plus.
Responsibilities
- Respond promptly to client requests (e.g., cash and stock gifts, money transfers, account maintenance).
- Serve as an additional or primary point of contact for clients and external advisors (e.g., CPAs, attorneys).
- Assist in compliance processes, including internal relationship reviews and annual account reviews.
- Support special projects and provide coverage for other teams as needed.
- Oversee account opening and closing processes, including documentation, KYC, and online access.
- Process client requests and assist in resolving inquiries.
- Maintain and update client records and documentation.
- Execute checks, wires, and ACH transfers per client instructions.
- Assist with required tax filings, tax payments, and retirement contributions.
- Collaborate with internal teams to ensure smooth operations.
- Collect and input data for financial plans using eMoney and related software.
- Prepare client presentation materials, including cash flows, estate plans, financial analyses, and trust summaries.
Benefits
- In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity.
- Evercore also offers a variety of benefits and programs, subject to eligibility.
- These include, but are not limited to: Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
- 401(k) Retirement Plan
- Life and disability insurance, including additional voluntary financial protection insurance
- Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
- Family-building and family-support benefits
- Paid parental, caregiver, marriage and bereavement leave
- Commuter benefits, health club membership discounts, and other corporate discounts
- Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
