Wealth Management Client Services Specialist

Busey Bank • Urbana, IL, US • published 2026-09-22 23:43:00.280189

Description

***Position Summary*** The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more complex aspects of client relationships, in addition to servicing clients and providing support to the Wealth Management Team.***Duties \& Responsibilities*** -------------------------------- * This position holds responsibilities in four primary categories: Sales Support, Compliance, Customer Service, and Teamwork. * Lead and drive client relationships through the appropriate actions to enhance client relationships with Busey. * Support advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution. * This role will interact with clients by fielding higher volumes of phone calls and email communications from clients. This associate will function as a main point of contact for daily service needs as well as more complex issues. * Drive the execution our Proactive Client Engagement Model by facilitating client onboarding/offboarding, preparing m...

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