Overview
Legal Tax Clinic Assistant Jobs in Los Angeles, CA at Koreatown Youth & Community Center
Position Overview
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.
Key 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.
Required Skills & Qualifications
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 of experience in client onboarding or financial services.
Additional Information
Location: Woodbridge, New Jersey
Expected travel: Less than 10%
Technical proficiency: Must be proficient in Microsoft Suite applications.
System familiarity: Required to become acquainted with Bessemer applications upon hire.
Preferred qualifications: Candidates with experience in client onboarding and services preferred.
This position offers an excellent opportunity for professionals looking to expand their expertise in client onboarding while working in a dynamic and collaborative financial services environment.
The base salary range for this position is ($65,000.00 – $80,000.00). Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range. In addition, this position may be eligible for a discretionary incentive based on individual and company performance.
About Bessemer Trust
Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 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 118 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.
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Title: Legal Tax Clinic Assistant
Company: Koreatown Youth & Community Center
Location: Los Angeles, CA
