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Peoria

    Wealth Advisory Support Associate - Peoria, United States - Busey

    Busey
    Busey Peoria, United States

    3 weeks ago

    Default job background
    Full time
    Description
    WHAT YOU'LL DO

    The Wealth Management Advisory Support Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Wealth Management Team. The Wealth Advisory Support Manager may determine a need for a Team Lead designation; this role reports to either a Team Lead or the Wealth Advisory Support Manager. The Wealth Management Advisory Support Associate will work closely with an Advisor in a team based atmosphere to develop relationships with existing clients and provide service to the needs of a designated book of clients.

    WHAT YOU'LL BRING

    Knowledge of:
    • Strong oral and written communication skills with moderate to high level of customer contact via client meetings, phone, and correspondence
    • Strong organizational skills
    Ability to:
    • Multi-task and work independently
    • Perform duties under frequent time pressures
    Additional Duties:
    • Formulate the appropriate actions necessary to help client and enhance their relationship with Busey.
    • Assist advisor with the development of new sales opportunities.
    • This role interacts with clients by fielding phone calls and electronic communications from clients. Arrange client meetings, compile and complete presentations, annual client reviews, and compliance standards.
    • Establish recurring receipts and distributions, ensuring items are in line with account agreement and documentation.
    WHY IT MATTERS

    The Wealth Management team exhibits a foundation of knowledge and resources to serve the unique financial needs of our customers, whatever they might be. With Service Excellence at the heart of everything they do, the members of this team are critical thinkers that value the relationship Busey holds with both our clients and investors - providing them with trusted advice and tailored solutions. This role is the first step in the path to becoming a Private Wealth or Fiduciary Advisor.

    EDUCATION AND TRAINING
    • Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
    • Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA.
    • Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)
    • Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office and Outlook.
    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. learn more about Busey's Equal Opportunity Employment.
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