Client Associate
7 hours ago
The Private Client Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Private Client Team.
Duties & Responsibilities
- Proactively follow up with clients to maintain a high level of customer services and customer satisfaction.
- Coordinate strategic planning initiatives and business development opportunities for the Busey organization.
- Collaborate with various departments to organize client recognition and prospecting events for Wealth Management.
- Assist in new prospect research, planning, and event coordination.
- Perform the duties of the Private Client Manager in his/her absence.
- Interact with multiple departments and associates to achieve sales goals and perform at a level to maintain customer satisfaction and loyalty.
Knowledge of:
- Strong oral and written communication skills
- Strong organizational skills
- Multi-task and work independently
- Perform duties under frequent time pressures
- 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 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. Visit Busey.com/Careers to learn more about Busey‘s Equal Opportunity Employment.
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