WHAT YOU'LL DO The Client Service Associate is responsible for assisting the Financial Advisor and servicing clients with a full line of investment products, including mutual funds, annuities, equities, and fixed income securities in a financial planning setting. WHAT YOU'LL BRING Assist Busey Wealth Management in meeting the goals and objectives of the organization utili

Client Support Arrange client meetings, compile and complete presentations, onboard new clients by arranging client meetings and annual reviews Field phone calls from clients Assist with account opening and closing procedures Collect tax information for clients' annual returns and assist Advisors with coordination of tax year end processing. Monitor daily financial report

Customer Experience Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners as appropriate. Operational Excellence Ensures qua

Customer Experience Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners as appropriate. Operational Excellence Ensures qua

Effectively communicates and assists both internal and external customers in a professional manner, identify their needs, providing information, and resolving complex issues via telephone and electronic means. Performs a variety of transactions for customers, including teller transactions, processing of checking and savings account withdrawals and balancing duties. Identi

Effectively communicates and assists both internal and external customers in a professional manner, identify their needs, providing information, and resolving complex issues via telephone and electronic means. Performs a variety of transactions for customers, including teller transactions, processing of checking and savings account withdrawals and balancing duties. Identi

Effectively communicates and assists both internal and external customers in a professional manner, identify their needs, providing information, and resolving complex issues via telephone and electronic means. Performs a variety of transactions for customers, including teller transactions, processing of checking and savings account withdrawals and balancing duties. Identi

Effectively communicates and assists both internal and external customers in a professional manner, identify their needs, providing information, and resolving complex issues via telephone and electronic means. Performs a variety of transactions for customers, including teller transactions, processing of checking and savings account withdrawals and balancing duties. Identi

Customer Experience Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners as appropriate. Operational Excellence Ensures qua

Customer Experience Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners as appropriate. Operational Excellence Ensures qua

Effectively communicates and assists both internal and external customers in a professional manner, identify their needs, providing information, and resolving complex issues via telephone and electronic means. Performs a variety of transactions for customers, including teller transactions, processing of checking and savings account withdrawals and balancing duties. Identi

Effectively communicates and assists both internal and external customers in a professional manner, identify their needs, providing information, and resolving complex issues via telephone and electronic means. Performs a variety of transactions for customers, including teller transactions, processing of checking and savings account withdrawals and balancing duties. Identi

Customer Experience Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners as appropriate. Operational Excellence Ensures qua

Customer Experience Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners as appropriate. Operational Excellence Ensures qua

KLC Financial, Inc. is a premier equipment finance company and a market leader in providing finance solutions for all types of businesses and all types of equipment. KLC Financial is built on strong relationships with our customers, vendors, and bank partners. Our mission is to bring advantageous equipment finance solutions to our clients with integrity, depth of knowledge