Wealth Management Client Services Associate - Entry Level - On-site

Wealth Management Client Services Associate - Entry Level

The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Base Pay Range: $21.00 - $25.00/Hour

• 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.
• 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.
• This role interacts 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.

Knowledge of:

• 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.

Education and Training:

• 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.
• Requires 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 recommended 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. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)
• Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office, and Outlook.

* This opportunity and direct referral are intended for Evans Scholars and Alumni.

Apply through Busey Bank's
online application . Once you apply, click
HERE to email your resume and interest in the position to
Griffin Miller
(Busey Bank Recruiting Specialist II). To provide additional support,
Dan Puglisi
(ESF Sr. Director, Career Services) is copied on the email.