POSITION SUMMARY

The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team.

EDUCATION & EXPERIENCE

• Knowledge of:
• Strong oral and written communication skills with moderate to 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 or two or more years related experience in the financial services industry with high net-worth client preferred.
• Requires successful completion of the Wealth Management Specialist certification or Certified Wealth Strategist designation within 1 year of hire. Additional certifications such as a CFP, CFA, CTFA, or CPA are preferred 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.

• This position holds responsibilities in four primary categories: Sales Support, Compliance, Customer Service, and Teamwork.
• Take part in formulating the appropriate actions necessary to aid clients and enhance their relationship 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 interacts with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
• Support the successful execution of our Proactive Client Engagement Model by supporting client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, coordinating any 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 policy and procedure guidelines.
• Support the overall team by aiding in formulating solutions to compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering required information from clients, and demonstrating competencies regarding regulations and procedures.
• Participate in risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for other duties as assigned.