Wealth Management Client Services Pro

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

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.