Client Service Associate

Client Service Associate

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 Investments Services and 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.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $18 - $22/ hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts.

Equal Opportunity

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.