Wealth Management Client Services Associate

Busey Bank; Urbana (IL); On-site; USD 28,000 - 34,000; Full time

Job summary

Busey Bank is seeking a Wealth Management Client Services Associate to enhance the client experience by servicing client needs and supporting the Wealth Management Team.

In this role you will partner with advisors to develop new sales opportunities, coordinate client meetings/events, and handle daily service inquiries from clients via calls and email. You will help with onboarding/offboarding and ensure materials are prepared for meetings with diligence and accuracy.

Qualifications

• Bachelor’s degree in business or finance required.
• Two+ years financial services experience with high net-worth clients preferred.
• Wealth management certification within 1 year of hire; CFP/CFA/CTFA/CPA recommended to start by year end.
• Minimum 6 hours annual CE for the role.

Responsibilities

• Serve as main point of contact for clients via phone and email.
• Support advisors in sales opportunities by coordinating meetings and client events.
• Assist in onboarding/offboarding and preparing meeting materials with accuracy.
• Process recurring receipts and distributions per account agreements and policies.
• Contribute to compliance and risk mitigation through information gathering and adherence to procedures.

Skills

Communication skills

Organizational skills

Multi-tasking

Time management

Education

Bachelor’s degree in business or finance

Wealth Management Specialist certification / CWS within 1 year

CFP / CFA / CTFA / CPA recommended

Tools

Trust accounting systems

Microsoft Office

Outlook

Job description

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.

Duties & Responsibilities

• 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, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.
• This role interacts with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
• Support the successful execution of our Proactive Client Engagement Model by supporting client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, coordinate any additional items needed for these events.
• Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as policy and procedure guidelines.
• Support the overall team by aiding in formulating solutions to compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering required information from clients, and demonstrate competencies regarding regulations and procedures.
• Participate in risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.

Education & Experience

• 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.
• Education and Training:
• Bachelor’s degree in business or finance required. Two or more years related experience in the financial services industry with high net-worth client preferred.
• Requires successful completion of the Wealth Management Specialist certification or Certified Wealth Strategist designation within 1 year of hire. Additional certifications such as a CFP, CFA, CTFA, or CPA are recommended to be started by the end of first year of service.
• Minimum of 6 hours of annual continuing education in courses related to the position’s responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.).
• Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office, and Outlook.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and 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 in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit BuseyTotal Rewardsfor more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. VisitBusey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.