Wealth Management Client Services Specialist

Busey; Urbana (IL); On-site; USD 49,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical, dental, vision

Company-paid life insurance

Long-term disability

Wellness incentives

Employee assistance program

Pre-tax health savings accounts & FSAs

Job summary

Busey is seeking a Wealth Management Client Services Specialist in Urbana, IL to support the Wealth Management Team by handling complex client relationships and daily service needs. You will coordinate meetings, onboarding, and client communications while upholding regulatory standards and internal policies.

The role emphasizes relationship-building with high net-worth clients, accurate materials preparation, and mentoring teammates.

Qualifications

• Bachelor's degree in business or finance required; two+ years in financial services with high net-worth clients preferred.
• Successful completion of the Wealth Management Specialist or Certified Wealth Strategist within 1 year.
• CFP, CFA, CTFA or CPA recommended to start by the end of first year of service.
• Minimum of 6 hours of annual CE in related courses.
• Knowledge of Trust Accounting, Microsoft Office, and Outlook.

Responsibilities

• Lead and drive client relationships through appropriate actions to enhance relationships with Busey.
• Support advisors by coordinating meetings, events, and identifying clients for materials distribution.
• Interact with clients via calls and emails; act as main contact for daily service needs and complex issues.
• Facilitate client onboarding/offboarding and prepare meeting materials with diligence and accuracy.
• Establish recurring receipts and distributions per account agreements and policies.
• Resolve compliance matters with accurate reviews and adherence to policies and procedures.
• Manage risk by proper client verification and adherence to Busey policies.
• Serve as escalation point for minor service issues and mentor new associates.

Skills

Oral & written communication

Organizational skills

Multitasking

Time management

Customer service experience

Education

Bachelor's degree in business or finance

Two+ years related experience in financial services

Wealth Management Specialist or Certified Wealth Strategist within 1 year

Tools

Trust accounting systems

Microsoft Office

Outlook

Job description

Position Summary

The 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.

Duties & Responsibilities

• This position holds responsibilities in four primary categories: Sales Support, Compliance, Customer Service, and Teamwork.
• Lead and drive client relationships through the appropriate actions to enhance client relationships with Busey.
• Support advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.
• This 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 issues.
• Drive 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 events.
• Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as all policies and procedures.
• Resolve 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 procedures.
• Manage risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.
• Serve as an escalation point to resolve minor service issues for clients, provide feedback to leadership on solutions to improve overall client service experience.
• Mentor new associates and participate with the team as a resource to resolve issues with compliance or customer service issues.

Education & Experience

• Knowledge of:
• Strong oral and written communication skills with high customer contact via in person meetings, phone conversations, and other correspondence methods.
• Strong organizational skills
• Ability to:
• Multi-task and work independently.
• Perform duties under frequent time pressures
• Education and Training:
• Bachelor's degree in business or finance and two or more years related experience in the financial services industry with high net-worth clients preferred.
• Requires successful completion of the Wealth Management Specialist or Certified Wealth Strategist certification within 1 year of hire. Additional certifications such as a CFP, CFA, CTFA, or CPA are strongly recommended to be started by the end of first year of service.
• Minimum 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 Outlook.

Compensation And Benefits

Salary 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/hour)

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 Opportunity

Busey 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 service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.

Unsolicited Resumes

Busey 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.