- Arrange client meetings, compile and complete presentations, onboard new clients by arranging client meetings and annual reviews
- Field phone calls from clients
- Assist with account opening and closing procedures
- Collect tax information for clients' annual returns and assist Advisors with coordination of tax year-end processing.
- Monitor daily financial reports and cash positions in clients' portfolios to verify accounts are not overdrawn and cash balance is adequate to support ongoing cash needs
- Maintain the integrity of client files; verify that proper documentation is appropriately filed in accordance with policy and procedure
- Review and distribute daily and monthly reports to team members, including fee reviews
- Provide support for client communications including birthday, holiday, and special event notifications
- Research, balance, and prepare periodic court reports for Estates and Guardianships
- Assist with the completion and coordination of bill payment activity
- Through direct support of the Director of Fiduciary Services, the Coordinator may also assist in developing new relationships through prospecting and building community networks
- Organize New Account Acceptance Committee documentation, prepare minutes and provide required signed documentation to advisors for account opening
- Maintain and update Fiduciary Account Review spreadsheet
- Assist in new prospect research, planning relationship reviews, and event coordination
- Assist Investment Services, and other Wealth team members, with administrative duties; coordinate mail merge for department-wide mailings
- Coordinate monthly Lunch and Learn Continuing Education (CE) calls across all branches
- Coordinate Discretionary Distributions Committee meetings and prepare minutes; prepare minutes for all Other Discretionary Action Matters (ODAM) decisions
- Strong oral and written communication skills
- Federal and state laws and regulations
- Sophisticated software systems
- Excellent time and project management skills
- Microsoft Office Suite-intermediate or above
- Attend appropriate training and informational programs to enhance understanding of the industry as part of the on-going job responsibilities
- Coordinate department and client events in conjunction with the Sales & Strategy and Brand Strategies teams
- Coordinate strategic planning initiatives and business development opportunities for the Busey organization
- Bachelor's degree in Business or Finance; two or more years of related experience in the financial services industry with high net-worth clients preferred.
- Continued education to achieve CFP, CFA, CTFA, or CPA designation within two years of hire; FINRA license may be required.
- Customer Service - Adheres to The Busey Promise service standards set by Busey's service model to anticipate and exceed the needs of our customers, both internal and external.
- Functional Knowledge and Technical Skills - Skilled in job-specific knowledge that is necessary to provide the appropriate quantity and quality of work in a timely and efficient manner.
- Accountability - Work behaviors demonstrate responsible personal and professional conduct, which contributes to the overall goals and objectives of Busey.
- Interpersonal Relations (Teamwork) - Interacts effectively with others to establish and maintain smooth working relations.
- Attention to Detail - Working in a conscientious, consistent, and thorough manner.
- Information Gathering and Processing - Locating and collecting data from appropriate sources and analyzing it to prepare meaningful and concise reports that summarize the information.
- Written Communication - Communicating ideas and information in writing to ensure that information and messages are understood and have the desired impact.
- Oral Communication - Communicating ideas and information verbally to ensure that information and messages are understood and have the desired impact.
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Client Service Coordinator - Urbana, United States - Busey
Description
WHAT YOU'LL DOThe Fiduciary Services Coordinator will enhance the client experience by servicing clients and providing operational and administrative support to the Fiduciary Services Team. This role will report to the Director of Fiduciary Services.
Primary Responsibilities:
Client Support
Knowledge of:
