Wealth Management Client Services Associate
Urbanaonsitejunior$42K – $52K
Posted 3 days ago · via Workday
About this role
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. This role reports to a Wealth Management Client Services Team Lead or Manager. Duties & Responsibilities 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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Urbana. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
More at Busey
- View →Relationship Banker II | East PeoriaEast Peoria
- View →Farm ManagerDecatur, IL - 130 N. Water St.
- View →Relationship Banker | BellevilleBelleville
- View →Customer Care AdvisorDowntown Champaign
- View →Relationship Banker | PlainfieldPlainfield
- View →Commercial Relationship Manager IIDowntown Naperville