Location: Champaign,IL, USA
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 Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.