Wealth Management Client Success Specialist
Job in
Peoria, Peoria County, Illinois, 61639, USA
Listed on 2026-07-27
Listing for:
Busey
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
The Wealth Management Client Services Specialist at Busey in Illinois will provide advanced client service and support to the Wealth Management Team, helping manage complex client relationships. This role emphasizes effective communication, organization, and proactive engagement with high-net-worth clients.
You will assist advisors with new sales opportunities, coordinate client meetings/events, onboarding and offboarding, and ensure accurate documentation.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×