Wealth Management Client Experience Specialist

Busey-Bank-2; Urbana (IL); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical insurance

Dental insurance

Vision insurance

Company-paid life insurance

Long-term disability

Supplemental voluntary life insurance

Short-term disability

Long-term disability

Wellness incentives

Employee assistance program

Pre-tax health savings accounts

Job summary

Busey seeks a Wealth Management Client Services Associate in Urbana, IL to enhance client experience by servicing client needs and supporting the Wealth Management Team. You will act as a main contact for daily service needs, assist with onboarding/offboarding, prepare meeting materials, and coordinate client events to foster stronger relationships.

Qualifications include a bachelor’s degree in business or finance, 2+ years in financial services, and professional certifications such as Wealth

Qualifications

• 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: Multitask and work independently.

Responsibilities

• Sales Support: support advisors with the development of new sales opportunities and coordinate meetings and client events.
• Compliance: aid in formulating solutions to compliance matters and participate in risk mitigation.
• Customer Service: be main point of contact for daily service needs, fielding calls and emails from clients.
• Teamwork: support the Wealth Management Team and onboarding/offboarding processes.

Job description

Busey seeks a Wealth Management Client Services Associate in Urbana, IL to enhance client experience by servicing client needs and supporting the Wealth Management Team. You will act as a main contact for daily service needs, assist with onboarding/offboarding, prepare meeting materials, and coordinate client events to foster stronger relationships.

Qualifications include a bachelor’s degree in business or finance, 2+ years in financial services, and professional certifications such as Wealth