What are the responsibilities and job description for the Private Client Associate position at Busey?
Position Summary
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
Education & Experience
Knowledge of:
Ability to:
Education and Training:
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.
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.
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.
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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