Wealth Management Client Experience Specialist

Busey-Bank-2; Urbana (IL); On-site; USD 33,000 - 40,000; 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

Life insurance

Long-term disability

Wellness incentives

Employee assistance program

Job summary

Busey Bank in Urbana, Illinois is hiring a Wealth Management Client Services Specialist to service clients and support the Wealth Management Team. You will become a key contact for daily needs, coordinate client meetings and events, and help identify new opportunities while maintaining compliance and risk controls.

The role emphasizes hand‑on client interaction, onboarding processes, and cooperation with advisors. A related degree and certifications within the first year are valued.

Qualifications

• Bachelor’s degree in business or finance required with 2+ years in financial services.
• Wealth management certification expected within 1 year of hire.
• Proven client service experience with high-net-worth individuals is preferred.

Responsibilities

• Support sales and client servicing across wealth management activities.
• Coordinate meetings and client events; assist with onboarding/offboarding.
• Act as primary contact for daily service needs and complex issues.
• Assist with compliance reviews and risk mitigation per policy.

Skills

Strong communication

Customer service

Organizational skills

Multi-tasking

Independent work

Client relationship handling

Education

Bachelor’s degree in business or finance

Wealth Management certification (Wealth Specialist or Certified Wealth Strategist) within 1 year

Tools

Trust Accounting systems

Microsoft Office

Outlook

Job description

Busey Bank in Urbana, Illinois is hiring a Wealth Management Client Services Specialist to service clients and support the Wealth Management Team. You will become a key contact for daily needs, coordinate client meetings and events, and help identify new opportunities while maintaining compliance and risk controls.

The role emphasizes hand‑on client interaction, onboarding processes, and cooperation with advisors. A related degree and certifications within the first year are valued.