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Wealth Management Client Services Strategist
Job in
Urbana, Champaign County, Illinois, 61803, USA
Listed on 2026-07-29
Listing for:
Busey
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
The Wealth Management Client Services Specialist at Busey in Urbana, IL will support the Wealth Management Team by handling client inquiries, coordinating meetings, and assisting in onboarding and ongoing relationships. The role emphasizes proactive engagement, compliance awareness, and accurate processing of account activity while delivering high-level service to high net-worth clients.
Qualifications include a bachelor's in business or finance, 2+ years in financial services, and completion of
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