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Private Client Associate - Remote

Posted 9 weeks ago
Sales / Business
Full Time
USA
$20 - $26/hour

Overview

The Private Client Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Private Client Team.

In Short

  • Proactively follow up with clients to maintain high customer satisfaction.
  • Coordinate strategic planning initiatives and business development opportunities.
  • Collaborate with departments to organize client recognition and prospecting events.
  • Assist in new prospect research, planning, and event coordination.
  • Perform duties of the Private Client Manager in their absence.
  • Interact with multiple departments to achieve sales goals.
  • Maintain customer satisfaction and loyalty.

Requirements

  • Bachelor’s degree in Business or Finance or two years related experience.
  • Strong oral and written communication skills.
  • Strong organizational skills.
  • Ability to multi-task and work independently.
  • Ability to perform duties under frequent time pressures.

Benefits

  • Competitive salary based on qualifications and experience.
  • Eligible for bonuses or incentives based on performance.
  • 401(k) match and profit sharing.
  • Employee stock purchase plan.
  • Paid time off and comprehensive health benefits.
  • Employee assistance program and wellness incentives.

B.B

Busey Bank

Busey Bank is a financial institution dedicated to providing exceptional banking services while fostering a diverse and inclusive workplace. With a commitment to service excellence, Busey Bank focuses on recruiting, developing, and retaining talented individuals who contribute to the company's success. The bank offers a range of employment opportunities, both remote and onsite, across multiple states including Florida, Illinois, Indiana, and Missouri. Busey Bank emphasizes teamwork and career growth, ensuring that employees are placed in roles that align with their skills and career aspirations. As an Equal Opportunity Employer, Busey Bank values diversity and is committed to creating an inclusive environment for all employees.

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