Wealth Management Client Services Associate

Busey Bank•Urbana, IL

1d•Onsite

About The Position

The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team. This position holds responsibilities in four primary categories: Sales Support, Compliance, Customer Service, and Teamwork. The role involves formulating appropriate actions to aid clients, supporting advisors with new sales opportunities, interacting with clients via phone and email, supporting client onboarding/offboarding, preparing materials for client meetings, establishing recurring receipts and distributions, and aiding in formulating solutions to compliance matters. The associate will also participate in risk mitigation by adhering to Busey policies and appropriate client identification/verification methods.

Requirements

Strong oral and written communication skills with moderate to high customer contact via in person meetings, phone conversations, and other correspondence methods.
Strong organizational skills.
Ability to multi-task and work independently.
Ability to perform duties under frequent time pressures.
Bachelor’s degree in business or finance.
Successful completion of the Wealth Management Specialist certification or Certified Wealth Strategist designation within 1 year of hire.
Minimum of 6 hours of annual continuing education in courses related to the position’s responsibilities.
Knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office, and Outlook.

Nice To Haves

Two or more years related experience in the financial services industry with high net-worth client.
Additional certifications such as a CFP, CFA, CTFA, or CPA are recommended to be started by the end of first year of service.

Responsibilities

Enhance the client experience by servicing client needs and providing support to the Wealth Management Team.
Take part in formulating the appropriate actions necessary to aid clients and enhance their relationship with Busey.
Support advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.
Interact with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
Support the successful execution of our Proactive Client Engagement Model by supporting client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, coordinate any additional items needed for these events.
Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as policy and procedure guidelines.
Support the overall team by aiding in formulating solutions to compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering required information from clients, and demonstrate competencies regarding regulations and procedures.
Participate in risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.