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Wealth Management Client Services & Onboarding Specialist

Job in Fort Myers, Lee County, Florida, 33916, USA
Listing for: Busey-Bank-2
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Wealth Management, Banking & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 33000 - 40000 USD Yearly USD 33000.00 40000.00 YEAR
Job Description & How to Apply Below

Busey Bank in Fort Myers seeks a Wealth Management Client Services Specialist who will blend client service with proactive sales support, complex relationship handling, and regulatory awareness, reporting to the Wealth Management Client Services Team Lead.

The role requires strong communication, organization, and multitasking with two or more years in financial services and a bachelor’s degree in business or finance. On-site position with opportunities for professional certifications and growth.

The Wealth Management Client Services & Onboarding Specialist role at Busey-Bank-2 is now open for applications in Fort Myers, FL, United States.

This posting is for the Wealth Management Client Services & Onboarding Specialist role at Busey-Bank-2, based in Fort Myers, FL, United States.

We are looking to fill the Wealth Management Client Services & Onboarding Specialist position at Busey-Bank-2 in Fort Myers, FL, United States.

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