Client Service Associate

BankTalent HQ
Open
United States, Illinois, Urbana
Dec 16, 2024
Position Summary 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. Duties & Responsibilities Assist Busey Wealth Management in meeting the goals and objectives of the organization utilizing the Wealth Advisory program. Communicate with clients in a positive manner, and make outbound calls to warm leads to schedule appointments Prepare advisor with necessary paperwork prior to client appointments Demonstrate an understanding that the Busey offers financial services and investments through Wealth Management Maintain Client Relationship Management and reporting available on the system (CRM). Strong computer and organization skills (mail merge, Raymond James System and Excel) Process incoming correspondence, checks, mail, and email. Respond to client correspondence and interact daily on the phone or in person with prospective and existing clients. Prepare letters, forms, and reviews to assist with servicing existing clients and prospecting for new clients. Handle financial operational issues that might occur with statements and transactions. Review daily reports from Raymond James Financial Services and take necessary actions in a timely manner. Forward all account information to Branch Manager for approval and processing Education & Experience Knowledge of: Strong oral and written communication skills Strong organizational skills Strong analytical skills Ability to: 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: Requires Bachelor's degree or have related experience in this field. Obtaining of Series 7 & 66 license preferred within 6 months 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 Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.