Robert Falconer

Vice President, Client Advisor @Bessemer Trust

Influence client retention by preparing and presenting custom client presentation materials including market outlook and account specific information in portfolio review meetings, coordinating meeting follow up through Salesforce ticklers\\\\n\\\\nIncrease billable assets by overseeing account opening and client onboarding procedures including presenting new client requests such as fee breaks to Management Committee for approval\\\\n\\\\nExpand billable services by leveraging family office services at the firm including Bill Pay, Tax and Financial Planning, Legacy Planning and Trust Administration, Philanthropic Advisory, Real Estate Advisory, and Insurance Advisory to ensure client questions are addressed and needs are met\\\\n\\\\nProtect the firm by coordinating with Bessemer’s Fiduciary Counsel to ensure trust administration is in accordance with governing documents\\\\n\\\\nMaintain strong Compliance track record by reviewing account transactions and reporting, managing internal audit follow up, and running quarterly team Compliance Reviews\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n