Wealth Management Client Services Specialist

Position Summary The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more complex aspects of client relationships, in addition to servicing clients and providing support to the Wealth Management Team. The Wealth Client Services Specialist will report to the Wealth Management Client Services Team Lead or Manager.

Duties & Responsibilities This position holds responsibilities in four primary categories:
Sales Support, Compliance, Customer Service, and Teamwork Lead and drive client relationships through the appropriate actions to enhance client relationships 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 will interact with clients by fielding higher volumes of phone calls and email communications from clients. This associate will function as a main point of contact for daily service needs as well as more complex issues

Drive the execution our Proactive Client Engagement Model by facilitating client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, and coordinating 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 all policies and procedures

Resolve compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering all required information from clients, and demonstrating a high level of understanding of regulations, policies, and procedures

Manage risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks

Serve as an escalation point to resolve minor service issues for clients, provide feedback to leadership on solutions to improve overall client service experience

Mentor new associates and participate with the team as a resource to resolve issues with compliance or customer service issues

Education & Experience Knowledge of:

Strong oral and written communication skills with 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

Education and Training:

Bachelor’s degree in business or finance

Two or more years related experience in the financial services industry with high net-worth clients preferred

Requires successful completion of the Wealth Management Specialist or Certified Wealth Strategist certification within 1 year of hire Additional certifications such as a CFP, CFA, CTFA, or CPA are strongly 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 Every day, our associates live Busey’s core values, doing better business, building stronger relationships and creating thriving communities, while delivering meaningful value to shareholders.

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…