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 insurance

Job summary

Busey Bank is seeking a Wealth Management Client Services Associate to enhance the client experience by servicing client needs and supporting the Wealth Management Team in Urbana, IL. This role reports to a Team Lead or Manager.

Responsibilities include sales support, client onboarding, meeting coordination, and risk/compliance tasks to ensure seamless service for high-net-worth clients.

Qualifications

• Bachelor’s degree in business or finance required.
• Two or more years related experience in financial services preferred for high net-worth clients.
• Successful completion of Wealth Management Specialist certification or Certified Wealth Strategist within 1 year.

Responsibilities

• Provide sales support, compliance, and customer service within Wealth Management.
• Coordinate meetings and client events to identify opportunities and distribute marketing materials.
• Serve as main point of contact for clients via phone and email for daily service needs.
• Support onboarding/offboarding and prepare materials for client meetings with diligence and accuracy.
• Ensure receipts and distributions follow account agreements and policies.
• Assist with compliance matters, client information gathering, and regulatory procedures.
• Help mitigate risk by following policies and verification methods.

Skills

Communication

Organization

Multitasking

Time management

Education

Bachelor’s degree in business or finance

Tools

Microsoft Office

Outlook

Trust Accounting systems

Job description

Busey Bank is seeking a Wealth Management Client Services Associate to enhance the client experience by servicing client needs and supporting the Wealth Management Team in Urbana, IL. This role reports to a Team Lead or Manager.

Responsibilities include sales support, client onboarding, meeting coordination, and risk/compliance tasks to ensure seamless service for high-net-worth clients.