Private Client Associate

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

• 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.