Wealth Management Client Services Associate

Position Summary

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.
• Support advisors with the development of new sales opportunities by coordinating meetings, event attendance, participating in client events, and identifying clients for marketing material distribution.
• Interact with clients by fielding phone calls and email communications, acting as the main point of contact for daily service needs.
• Support the successful execution of the Proactive Client Engagement Model by supporting client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, and coordinating any additional items needed for these events.
• Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and governing documentation, as well as policy and procedure guidelines.
• Support the overall team by aiding in formulating solutions to compliance matters, including but not limited to accurate account reviews, adherence to policies, 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 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.
• Perform duties under frequent time pressures.
• Bachelor's degree in business or finance required.
• 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 certification or Certified Wealth Strategist designation within one year of hire.
• Additional certifications such as CFP, CFA, CTFA, or CPA are recommended to be started by the end of the first year of service.
• Minimum of six hours of annual continuing education in courses related to the position's responsibilities.
• Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office, and Outlook.

Salary offered is based on factors including job duties, required qualifications, relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Base Pay Range: $20 - $25/hour

Busey provides a competitive Total Rewards package. The benefits include 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance, long‑term disability, supplemental voluntary life insurance, short‑term and long‑term disability, wellness incentives, and an employee assistance program. Eligible associates may also take advantage of pre‑tax health savings accounts and flexible spending accounts.

Busey values a diverse and inclusive workplace and strives to recruit, develop, and retain individuals with exceptional talent. Busey is an Equal Opportunity Employer, including Disability/Vets.