Wealth Management Client Success Specialist

Busey-Bank-2; Urbana (IL); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical, dental, vision insurance

Life insurance & disability

Job summary

Busey Wealth Management seeks a Client Services Specialist to advise on complex client issues and support the Wealth Management Team. You will handle a high volume of client inquiries, coordinate meetings, onboarding/offboarding processes and ensure accurate documentation.

This role emphasizes service excellence, compliance adherence and teamwork. Ideal candidates bring strong communication, organizational skills and experience with high net-worth clients.

Qualifications

• Strong oral and written communication skills with high client contact.
• Ability to multi-task and work independently under time pressures.
• Bachelor’s degree in business or finance; 2+ years in financial services with high net-worth clients preferred.

Responsibilities

• Sales support and client relationship management to enhance service experiences.
• Coordinate meetings and events to support new sales opportunities.
• Serve as main contact for daily service needs and resolve complex issues while ensuring compliance.

Skills

Communication

Customer service

Organizational skills

Multi-tasking

Education

Bachelor’s degree in business or finance

Tools

Trust Accounting systems

Microsoft Office

Outlook

Job description

Busey Wealth Management seeks a Client Services Specialist to advise on complex client issues and support the Wealth Management Team. You will handle a high volume of client inquiries, coordinate meetings, onboarding/offboarding processes and ensure accurate documentation.

This role emphasizes service excellence, compliance adherence and teamwork. Ideal candidates bring strong communication, organizational skills and experience with high net-worth clients.