Wealth Management Client Services Specialist

Busey; Kansas City (MO); On-site; Full time

Job summary

A leading financial services firm is seeking a Wealth Management Client Services Specialist to enhance client relationships and support the Wealth Management Team. The role involves managing client communications, onboarding, and compliance issues, requiring strong organizational skills and the ability to multitask effectively. Candidates should have a bachelor's degree in business or finance and relevant experience in financial services.

Benefits

401(k) match

Profit sharing

Stock purchase plan

Paid time off

Health insurance

Life insurance

Disability coverage

Wellness incentives

Qualifications

• 2+ years in financial services with high-net-worth clients.
• Minimum 6 hours of annual continuing education in related courses.

Responsibilities

• Support sales, compliance, and customer service efforts.
• Handle high volumes of client communication.
• Mentor new associates and assist in resolving issues.

Skills

Communication

Organizational Skills

Multitasking

Education

Bachelor’s degree in business or finance

Wealth Management Specialist certification

Tools

Trust Accounting

Microsoft Office

Outlook

Job description

Wealth Management Client Services Specialist

Join to apply for the Wealth Management Client Services Specialist role at Busey.

Position Summary

The Wealth Management Client Services Specialist will possess the knowledge and experience to make recommendations and communicate effectively about complex client relationships, while servicing clients and supporting the Wealth Management Team. This role reports to the Wealth Management Client Services Team Lead or Manager.

Duties & Responsibilities

• Support sales, compliance, customer service, and teamwork efforts.
• Enhance client relationships through appropriate actions.
• Assist advisors with sales opportunities, meetings, client events, and marketing.
• Handle high volumes of client communication, serving as a main contact for service needs.
• Facilitate client onboarding/offboarding and prepare meeting materials.
• Manage receipts and distributions in accordance with account agreements and policies.
• Resolve compliance issues, ensuring adherence to regulations and policies.
• Manage risk by following policies and verification procedures.
• Serve as an escalation point for service issues and provide feedback for improvement.
• Mentor new associates and assist in resolving compliance or customer service issues.

Education & Experience

• Strong communication and organizational skills.
• Ability to multitask and work independently under time pressures.
• Bachelor’s degree in business or finance preferred, with two+ years in financial services, especially with high-net-worth clients.
• Completion of Wealth Management Specialist or Certified Wealth Strategist certification within 1 year; additional certifications recommended.
• Minimum 6 hours of annual continuing education in related courses.
• Proficiency in Trust Accounting, Microsoft Office, and Outlook.

Compensation and Benefits

Base pay ranges from $26.44 to $33.65/hour, with potential bonuses. Busey offers comprehensive benefits including 401(k) match, profit sharing, stock purchase plan, paid time off, health insurance, life insurance, disability coverage, wellness incentives, and more.

Equal Opportunity

Busey values diversity and is an Equal Opportunity Employer, including Disability/Vets. Learn more at Busey.com/Careers.

Unsolicited Resumes

Busey does not accept fees for unsolicited resumes and reserves the right to consider candidates submitted without a recruitment agreement.