Wealth Management Client Relations Specialist

Busey; Urbana (IL); On-site; USD 34,000 - 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

Company-paid life insurance

Long-term disability

Wellness program

Employee assistance program

Flexible spending accounts

Job summary

Busey Wealth Management seeks a Client Services Specialist with knowledge to advise on complex client relationships while servicing clients and supporting the Wealth Management Team.

Role emphasizes sales support, compliance, and top-notch service; requires a bachelor’s in business/finance and 2+ years in financial services with high-net-worth clients preferred. Certifications within 1 year are expected; CFP/CFA/CTFA/CPA encouraged.

Qualifications

• Strong communication skills with high client contact via in-person meetings, phone, and email.
• Excellent organizational abilities and attention to detail.
• Ability to multi-task and work under time pressure.
• Experience in financial services with high net-worth clients preferred.
• Wealth Management Specialist or Certified Wealth Strategist certification within 1 year of hire; CFP/CFA/CTFA/CPA encouraged to start by year end.

Responsibilities

• Lead and drive client relationships to enhance service quality and client experience.
• Support advisors with development of new sales opportunities by coordinating meetings and client events.
• Interact with clients via phone and email as the main contact for daily service needs and complex issues.
• Coordinate client onboarding and offboarding, preparing materials for meetings with diligence and accuracy.
• Establish recurring receipts and distributions per account agreements and governing docs.
• Assist with compliance matters, including account reviews and policy adherence to controls.
• Mentor new associates and provide team support to resolve compliance or service issues.

Skills

Strong communication

Organizational skills

Multi-tasking

Independent worker

Client relationship experience

Education

Bachelor's degree in business or finance

Tools

Trust Accounting systems

Microsoft Office

Outlook

Job description

Busey Wealth Management seeks a Client Services Specialist with knowledge to advise on complex client relationships while servicing clients and supporting the Wealth Management Team.

Role emphasizes sales support, compliance, and top-notch service; requires a bachelor’s in business/finance and 2+ years in financial services with high-net-worth clients preferred. Certifications within 1 year are expected; CFP/CFA/CTFA/CPA encouraged.