Wealth Management Client Services & Onboarding Specialist

Busey-Bank-2; Fort Myers (FL); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

401(k) matching

Profit sharing

Employee stock purchase plan

Paid time off

Medical, dental, vision

Job summary

Busey Bank in Fort Myers seeks a Wealth Management Client Services Specialist who will blend client service with proactive sales support, complex relationship handling, and regulatory awareness, reporting to the Wealth Management Client Services Team Lead.

The role requires strong communication, organization, and multitasking with two or more years in financial services and a bachelor’s degree in business or finance. On-site position with opportunities for professional certifications and growth.

Qualifications

• Bachelor’s degree in business or finance required.
• Wealth Management Specialist or Certified Wealth Strategist certification within 1 year of hire.
• CFP/CFA/CTFA/CPA certifications strongly recommended to start by end of first year.
• Minimum of 6 hours of annual CE related to the position.
• Excellent communication and organizational skills essential.

Responsibilities

• Lead and drive client relationships with Busey through appropriate actions.
• Support advisors with new sales opportunities by coordinating meetings and client events.
• Serve as main contact for daily service needs and more complex issues, via calls and emails.
• Facilitate client onboarding/offboarding and prepare meeting materials with accuracy.
• Ensure receipts and distributions align with account agreements and policies.
• Escalate to resolve compliance matters and support risk mitigation.

Skills

Communication skills

Organizational skills

Multitasking

Independent work

Client service

Education

Bachelor’s degree in business or finance

Wealth Management Specialist certification

Certified Wealth Strategist certification

CFP/CFA/CTFA/CPA recommended certifications

Minimum CE 6 hours annually

Tools

Microsoft Office

Outlook

Trust Accounting systems

Job description

Busey Bank in Fort Myers seeks a Wealth Management Client Services Specialist who will blend client service with proactive sales support, complex relationship handling, and regulatory awareness, reporting to the Wealth Management Client Services Team Lead.

The role requires strong communication, organization, and multitasking with two or more years in financial services and a bachelor’s degree in business or finance. On-site position with opportunities for professional certifications and growth.