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.