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Wealth Advisory Support Associate

Posted: 03/24/2024

Position Summary
The Wealth 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.

Duties & Responsibilities

  • Formulate the appropriate actions necessary to help client and enhance their relationship with Busey.
  • Assist advisor with the development of new sales opportunities.
  • This role interacts with clients by fielding phone calls and electronic communications from clients. Arrange client meetings, compile and complete presentations, annual client reviews, and compliance standards.
  • Establish recurring receipts and distributions, ensuring items are in line with account agreement and documentation.
Wealth Advisory Support Associate Team Lead:
  • Responsibilities listed above plus serves as a dedicated team leader for a designated team of Wealth Advisor Associates to effectively manage associate performance and ensure an efficient, engaged, well trained, and high performing team.
  • Directly manage and coach associates in accordance with Busey’s policies and standards; responsibilities include interviewing, hiring, and onboarding associates; training, appraising, developing, and correcting performance; engaging associates; and planning and structuring work within the team.
  • Troubleshoot client or internal customer service issues, identify opportunities and make recommendations for continuous improvement to exceed business goals.
  • Complete or lead special projects and support the Wealth Management Advisory Support Manager as needed.
To learn more, or to apply, click here