Wealth Management Client Services Associate

Busey • Champaign, IL

161d • $21 - $25

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. Take part in formulating the appropriate actions necessary to aid clients and enhance their relationship with Busey.

Requirements

• Bachelor’s degree in business or finance or two or more years related experience in the financial services industry with high net-worth client preferred.
• 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.
• Perform duties under frequent time pressures.

Nice To Haves

• Successful completion of the Wealth Management Specialist certification or Certified Wealth Strategist designation within 1 year of hire.
• Additional certifications such as a CFP, CFA, CTFA, or CPA are preferred to be started by the end of first year of service.
• 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.

Responsibilities

• 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, coordinating 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.
• Aid in formulating solutions to compliance matters, including accurate account reviews, adherence to policies and other controls in place, gathering required information from clients, and demonstrating competencies regarding regulations and procedures.
• Participate in risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for other duties as assigned.

Benefits

• 401(k) match
• Profit sharing
• Employee stock purchase plan
• Paid time off
• Medical insurance
• Dental insurance
• Vision insurance
• Company-paid life insurance
• Long-term disability
• Supplemental voluntary life insurance
• Short-term and long-term disability
• Wellness incentives
• Employee assistance program
• Pre-tax health savings accounts
• Flexible spending accounts

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees