Client Service Associate

WHAT YOU'LL DO

The Client Service Associate is responsible for assisting the Financial Advisor and servicing clients with a full line of investment products, including mutual funds, annuities, equities, and fixed income securities in a financial planning setting.

WHAT YOU'LL BRING

• Assist Busey Wealth Management in meeting the goals and objectives of the organization utilizing the Wealth Advisory program.
• Prepare letters, forms, and reviews to assist with servicing existing clients and prospecting for new clients.
• Respond to client correspondence and interact daily on the phone or in person with prospective and existing clients.
• Handle financial operational issues that might occur with statements and transactions.
• Process incoming correspondence, checks, mail, and email.
• Review daily reports from Raymond James Financial Services and take necessary actions.
• Forward all account information to home office for approval and scanning.
• Prepare advisor with necessary paperwork prior to client appointments.
• Maintain Client Relationship Management (CRM).
• Assist with regional activities when requested.

Qualifications

Knowledge:

• Strong oral and written communication skills
• Strong organizational skills
• Strong analytical skills

Ability:

• Multi-task and work independently
• Solve problems independently while applying logic and discretion
• Perform duties and make decisions under frequent time pressures

Education and Training

• Obtaining of Series 7 & 66 license encouraged within a year of hire.
• Computer skills adequate for working with investment software.
• Must be in good standing with Regulatory and Firm Element continuing education.
• Requires knowledge of Microsoft Office.

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment.