Wealth Management Client Services Specialist

Busey-Bank-2; Peoria (IL); On-site; USD 57,308,000 - 71,635,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical, dental, vision

Job summary

Busey Bank is seeking a Wealth Management Client Services Associate to enhance the client experience by serving client needs and supporting the Wealth Management Team. The role combines sales support, client service, and compliance to coordinate meetings, events, and materials for client engagements.

Ideal candidates have a bachelor’s in business/finance, 2+ years in financial services with HNW clients, and are aiming to complete Wealth Management Specialist or Certified Wealth Strategist within

Qualifications

• Bachelor’s degree in business or finance required.
• Wealth management certifications recommended to start within 1 year.

Responsibilities

• Support the Wealth Management Team with sales and client service activities.
• Coordinate client meetings and events; assist with onboarding/offboarding.
• Prepare meeting materials with diligence and accuracy.
• Establish recurring receipts and distributions per account agreements.
• Assist in compliance by gathering information and following procedures.
• Participate in risk mitigation and verify client identity and documentation.

Skills

Oral and written communication

Organizational skills

Multi-tasking

Customer service

Education

Bachelor’s degree in business or finance

Wealth Management Specialist certification or Certified Wealth Strategist within 1 year

CFP/CFA/CTFA/CPA recommended

2+ years financial services experience with high net-worth clients

Tools

Microsoft Office

Outlook

Job description

Busey Bank is seeking a Wealth Management Client Services Associate to enhance the client experience by serving client needs and supporting the Wealth Management Team. The role combines sales support, client service, and compliance to coordinate meetings, events, and materials for client engagements.

Ideal candidates have a bachelor’s in business/finance, 2+ years in financial services with HNW clients, and are aiming to complete Wealth Management Specialist or Certified Wealth Strategist within