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Private Client Associate

Private Client Associate

BuseyPeoria, IL, US
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Private Client Associate

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

Private Client Associate

  • 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.

Education & Experience

Knowledge of :

  • Strong oral and written communication skills
  • Strong organizational skills
  • Ability to :

  • Multi-task and work independently
  • Perform duties under frequent time pressures
  • Education and Training :

  • 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.
  • Benefits and Compensation

    Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

    (Base Pay Range : $18-$25 / hour)

    Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-beingnow and in the years to comeare important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts.

    Equal Opportunity

    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.

    Unsolicited Resumes

    Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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    Private Client Associate • Peoria, IL, US

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