Wealth Management Client Services Specialist

Busey Bank; Urbana (IL); On-site; USD 28,000 - 34,000; 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's Wealth Management team in Urbana seeks a Wealth Management Client Services Associate to enhance the client experience by servicing needs and supporting advisors. You will be the main contact for daily service requests and coordinate meetings and events.

A bachelor’s in business or finance with 2+ years in financial services is required; certification within 1 year is encouraged. Busey offers a comprehensive Total Rewards package.

Qualifications

• Bachelor’s degree in business or finance required; two or more years related experience.
• Wealth Management Specialist certification or Certified Wealth Strategist within 1 year of hire.
• Minimum of 6 hours of annual continuing education in courses related to the position’s responsibilities.
• Knowledge of standard business systems including Trust Accounting, Microsoft Office and Outlook.

Responsibilities

• Service client needs and support Wealth Management Team.
• Main point of contact for daily service needs via calls and emails.
• Coordinate meetings, client events and onboarding/offboarding processes.
• Assist in compliance matters and risk mitigation by following policies and controls.

Skills

Communication skills

Organizational skills

Multi-tasking

Time management

Education

Bachelor’s degree in business or finance

Tools

Trust Accounting systems

Microsoft Office

Outlook

Job description

Busey Bank's Wealth Management team in Urbana seeks a Wealth Management Client Services Associate to enhance the client experience by servicing needs and supporting advisors. You will be the main contact for daily service requests and coordinate meetings and events.

A bachelor’s in business or finance with 2+ years in financial services is required; certification within 1 year is encouraged. Busey offers a comprehensive Total Rewards package.