Client Service Coordinator - Urbana, United States - Busey

Busey Urbana, United States

3 days ago

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 SupportArrange client meetings, compile and complete presentations, onboard new clients by arranging client meetings and annual reviewsField phone calls from clientsAssist with account opening and closing proceduresCollect 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 needsMaintain the integrity of client files; verify that proper documentation is appropriately filed in accordance with policy and procedureAdvisory SupportReview and distribute daily and monthly reports to team members, including fee reviewsProvide support for client communications including birthday, holiday, and special event notificationsResearch, balance, and prepare periodic court reports for Estates and GuardianshipsAssist with the completion and coordination of bill payment activityThrough direct support of the Director of Fiduciary Services, the Coordinator may also assist in developing new relationships through prospecting and building community networksOrganize New Account Acceptance Committee documentation, prepare minutes and provide required signed documentation to advisors for account openingMaintain and update Fiduciary Account Review spreadsheetAdministrative SupportAssist in new prospect research, planning relationship reviews, and event coordinationAssist Investment Services, and other Wealth team members, with administrative duties; coordinate mail merge for department-wide mailingsCoordinate monthly Lunch and Learn Continuing Education (CE) calls across all branchesCoordinate Discretionary Distributions Committee meetings and prepare minutes; prepare minutes for all Other Discretionary Action Matters (ODAM) decisionsWHAT YOU'LL BRINGKnowledge of:Strong oral and written communication skillsFederal and state laws and regulationsSophisticated software systemsExcellent time and project management skillsMicrosoft Office Suite-intermediate or aboveAbility to:Attend appropriate training and informational programs to enhance understanding of the industry as part of the on-going job responsibilitiesCoordinate department and client events in conjunction with the Sales & Strategy and Brand Strategies teamsCoordinate strategic planning initiatives and business development opportunities for the Busey organizationEDUCATION & TRAININGBachelor'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.

STANDARDS OF PERFORMANCECustomer 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.

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 to learn more about Busey's Equal Opportunity Employment.

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