Wealth Management Client Services Associate

Busey Bank

Base: $21.50-$28.00 ph; bonus/equity: eligible for...
Bachelor's degree in business or finance
Two years financial services experience
Strong oral and written communication skills
The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team

Job Summary

  • The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team.
  • This role involves supporting advisors with new sales opportunities, coordinating meetings, and acting as a main point of contact for daily service needs.
  • Busey Bank offers a competitive Total Rewards package including 401(k) match, profit sharing, and comprehensive medical, dental, and vision benefits.

Matching Summary

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

Salary

Base: $21.50-$28.00 per hour; Bonus/Equity: Eligible for bonus or incentives based on performance; Benefits: Competitive total rewards package including 401(k) match and health insurance

Skills & Requirements

Must-have

  • Bachelor's degree in business or finance
  • Two years financial services experience
  • Strong oral and written communication skills

Nice-to-have

  • High net-worth client interaction experience
  • Ability to multi-task under time pressure
  • Proactive client engagement model support

Key Requirements

  • Bachelor's degree in business or finance required
  • Two or more years related experience preferred
  • Certification completion within one year of hire

Work Rights

Not specified

Tailored Resume

Cover Letter