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Associate Client Partner Jobs in Florida (NOW HIRING)

Acrisure

Associate Client Advisor

West Palm Beach, FL · On-site

We're seeking a high-performing Associate Client Advisor to drive new business, deepen client ... Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals ...

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Associate Client Partner information

What are the key skills and qualifications needed to thrive as an Associate Client Partner, and why are they important?

To thrive as an Associate Client Partner, you need a solid understanding of client relationship management, business development, and consultative sales, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management systems is typically expected. Strong interpersonal communication, problem-solving abilities, and a client-focused mindset help individuals excel in this role. These skills and qualities are crucial for building lasting client partnerships, driving business growth, and ensuring client satisfaction.

What are the main challenges Associate Client Partners typically face when managing client relationships?

Associate Client Partners often encounter the challenge of balancing client expectations with the company's capabilities and resources. Navigating complex stakeholder dynamics, ensuring timely communication, and proactively addressing issues before they escalate are key aspects of the role. Additionally, they must stay updated on industry trends to provide strategic insights and value to clients while collaborating closely with internal teams like sales, marketing, and delivery. Successfully overcoming these challenges requires strong interpersonal skills, adaptability, and a solutions-oriented mindset.

What is the difference between Associate Client Partner vs Account Manager?

AspectAssociate Client PartnerAccount Manager
Required CredentialsBachelor's degree, experience in client management, industry-specific knowledgeBachelor's degree, customer service or sales experience
Work EnvironmentCollaborates with sales, marketing, and client teams; strategic focusManages client accounts, handles day-to-day client interactions
Employer & Industry UsageUsed in consulting, technology, and professional services firmsCommon across various industries including tech, finance, and retail
Search & Comparison IntentUnderstanding strategic client roles, career progressionManaging client relationships, sales growth

The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.

What is an Associate Client Partner?

An Associate Client Partner is a professional who supports and manages client relationships for a company, often acting as a liaison between the client and internal teams. Their main responsibilities include understanding client needs, facilitating communication, and ensuring the successful delivery of products or services. They also assist in developing strategies to grow client accounts and help resolve any issues that arise. Typically, this role is found in industries like consulting, technology, and marketing, and serves as a stepping stone to more senior client partner positions.
What are the most commonly searched types of Client Partner jobs in Florida? The most popular types of Client Partner jobs in Florida are:
What cities in Florida are hiring for Associate Client Partner jobs? Cities in Florida with the most Associate Client Partner job openings:
Associate Client Partner jobs near you
Associate Client Advisor

Associate Client Advisor

Bessemer Trust Company

Miami, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 hours ago

Job description

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations.
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody. The specific duties include:
CLIENT SERVICE
  • Handle routine communication with clients and their advisors via telephone, email and fax.
  • Document written and verbal communication with clients and their advisors in Salesforce.
  • Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
  • Construct customized spreadsheets for clients.
  • Complete financial paperwork from other institutions for clients.
  • File correspondence and other documents in internal databases.
  • Create documentation of client correspondence for tracking purposes.
  • Attend and contribute to client meetings and presentations.
  • Interface with clients when questions arise about investment strategy or capital markets outlook.

INVESTMENT MANAGEMENT
  • Propose and implement investment programs as directed by Client Advisors and Senior Client Advisors using Bessemer applications.
  • Prepare investment guidelines for client accounts in line with clients' goals and risk tolerance.
  • Collaborate with Client Advisors and Senior Client Advisors to proactively monitor asset allocation.
  • Build implication models taking into account spending, taxation, and potential market behavior among other factors.
  • Proactively monitor and take action to correct fixed income maturities and client overdrafts based on knowledge and history of the client account.
  • Initiate orders for rebalancing of accounts.

ACCOUNT ADMINISTRATION
  • Work with Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer. Assist in preparation of account opening documentation and account profiles, obtain required approvals, and gather legal documents and tax cost information.
  • Prepare Officers Committee account reports.
  • Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
  • Process client remittances in conjunction with Client Tax Department.
  • Monitor and assist in covering overdrafts.
  • Supervise and pay client bill payments.
  • Prepare client presentation packages and reporting on client accounts.
  • Coordinate trust reviews with Fiduciary Officers.

CONTINUING PROFESSIONAL EDUCATION AND DEVELOPMENT
  • In addition to attending all internal training sessions including Basic Trust Administration, the Associate Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications.
  • Attend continuing education courses on trust administration.

COMPLIANCE RESPONSIBILITIES
Comply with all regulatory requirements including but not limited to:
  • Assist in the preparation of Annual Relationship Reviews and Trust Administrative Reviews.

QUALIFICATIONS
  • Bachelor's degree required.
  • Proven interest in financial markets preferred.
  • One or more years of related business experience preferred (specifically within Wealth Management a plus).
  • Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred.
  • Analytical & independent problem solving skills.
  • Written and verbal communication skills.
  • Demonstrated leadership and teamwork qualities.
  • Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter.
  • Organizational skills and ability to manage multiple tasks.
  • Proficiency with Microsoft Office.
  • Basic knowledge of trust administration and fiduciary services.

About Bessemer Trust:
  • Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management - disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
  • Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
  • Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:
  • For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  • Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  • To watch a video about Bessemer Trust's history, click here.
  • To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:
  • We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
  • 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

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.

Apply