What are the responsibilities and job description for the Wealth Advisory Support Associate position at Busey?
WHAT YOU'LL DO
The Wealth Management Advisory Support Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Wealth Management Team. The Wealth Advisory Support Manager may determine a need for a Team Lead designation; this role reports to either a Team Lead or the Wealth Advisory Support Manager.
WHAT YOU'LL BRING
Knowledge of :
- Strong oral and written communication skills with moderate to high level of customer contact via client meetings, phone, and correspondence
- Strong organizational skills
Ability to :
Additional Duties :
WHY IT MATTERS
The Wealth Management team exhibits a foundation of knowledge and resources to serve the unique financial needs of our customers, whatever they might be. With Service Excellence at the heart of everything they do, the members of this team are critical thinkers that value the relationship Busey holds with both our clients and investors - providing them with trusted advice and tailored solutions. This role is the first step in the path to becoming a Private Wealth or Fiduciary Advisor.
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.
