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    Client Service Associate - Urbana, United States - Busey

    Busey
    Busey Urbana, United States

    1 week ago

    Default job background
    Description
    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. learn more about Busey's Equal Opportunity Employment.
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