Wealth Management Client Services 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

Position SummaryThe Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more complex aspects of client relationships, in addition to servicing clients and providing support to the Wealth Management Team. The Wealth Client Services Specialist will report to the Wealth Management Client Services Team Lead or Manager.Duties & ResponsibilitiesThis position holds responsibilities in four primary categories: Sales Support, Compliance, Customer Service, and TeamworkLead and drive client relationships through the appropriate actions to enhance client relationships with BuseySupport advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distributionThis role will interact with clients by fielding higher volumes of phone calls and email communications from clients. This associate will function as a main point of contact for daily service needs as well as more complex issuesDrive the execution our Proactive Client Engagement Model by facilitating client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, and coordinating additional items needed for these eventsEstablish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as all policies and proceduresResolve compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering all required information from clients, and demonstrating a high level of understanding of regulations, policies, and proceduresManage risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasksServe as an escalation point to resolve minor service issues for clients, provide feedback to leadership on solutions to improve overall client service experienceMentor new associates and participate with the team as a resource to resolve issues with compliance or customer service issuesEducation & ExperienceKnowledge of:Strong oral and written communication skills with high customer contact via in person meetings, phone conversations, and other correspondence methodsStrong organizational skillsAbility to:Multi-task and work independentlyPerform duties under frequent time pressuresEducation and Training:Bachelor’s degree in business or financeTwo or more years related experience in the financial services industry with high net-worth clients preferredRequires successful completion of the Wealth Management Specialist or Certified Wealth Strategist certification within 1 year of hireAdditional certifications such as a CFP, CFA, CTFA, or CPA are strongly recommended to be started by the end of first year of serviceMinimum 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 OutlookEvery day, our associates live Busey’s core values, doing better business, building stronger relationships and creating thriving communities, while delivering meaningful value to shareholders.Compensation and BenefitsSalary 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: $24 - 29/hr)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 Busey Total Rewards for more information.Equal OpportunityBusey 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 extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.Unsolicited ResumesBusey 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.