Job Details
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. VisitBusey.com/Careersto learn more about Busey's Equal Opportunity Employment.