Top 61 Management client services specialist Jobs in Champaign, Il

Financial Planning Specialist II
Busey Bank —Urbana, IL
- $64,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Wealth Management Client Services Specialist
Busey Bank —Urbana, IL
- $25 - $29 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Deposit Account Services and Governance Manager
Busey Bank —Champaign, IL
- $63,000 - $88,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Wellness program
Quick Apply
11h
Customer Support Specialist
Servbank, sb Inc. —Savoy, IL
- $36,300 - $42,500 a year
- Research
- Mid-level
- Computer skills
Quick Apply
Deflection Specialist - Dart Initiative
Treatment Alternatives for Stronger Communities —Champaign, IL
- $44,676 - $47,000 a year
- Full-time
- Hybrid work
- Addiction Medicine
- Mid-level
- Presentation skills
- Paid holidays
- Disability insurance
Quick Apply
Deflection Specialist - Partners for Progress Initiative
Treatment Alternatives for Stronger Communities —Champaign, IL
- $44,676 - $47,000 a year
- Full-time
- Hybrid work
- Addiction Medicine
- Mid-level
- Presentation skills
- Paid holidays
- Disability insurance
Quick Apply
Housing Choice Voucher Specialist
Housing Authority of Champaign County —Champaign, IL
- $18 - $20 an hour
- 8 hour shift
- Microsoft Outlook
- Writing skills
- Basic math
- Mileage reimbursement
- Health insurance
Quick Apply
9d
Crisis Support Specialist – Full-Time (1st Shift)
Crisis Nursery —Urbana, IL
- $18 - $21 an hour
- Full-time
- CPR Certification
- Office
- Driver's License
- AD&D insurance
- Health insurance
Quick Apply
Manager, Care Management
Humana —Champaign, IL
- $86,300 - $118,700 a year
- Full-time
- Microsoft Word
- Nursing
- Microsoft Excel
- Mileage reimbursement
- Paid parental leave
University of Illinois at Urbana-Champaign – – EXTENSION SPECIALIST, AGRICULTURE AND AGRIBUSINESS (Commercial Agriculture) – 1035471
Urbana, IL
- $73,000 - $90,000 a year
- Part-time
- Hybrid work
- Office
- Master's degree
- Driver's License
- Dental insurance
- Vision insurance
Crisis Support Specialist – Full-Time (2nd Shift)
Crisis Nursery —Urbana, IL
- $18 - $21 an hour
- Full-time
- CPR Certification
- Office
- Driver's License
- AD&D insurance
- Health insurance
Quick Apply
Recruiting Specialist
Stratum Med —Champaign, IL
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Marketing
Quick Apply
Extension Educator, 4-H Youth Development
University of Illinois Urbana-Champaign —Champaign, IL
- $59,000 - $82,000 a year
- Weekends as needed
- Mid-level
- Office
- Driver's License
- Health insurance
- Dental insurance
1d
Mental Health Recovery Specialist (2nd Shift)
Rosecrance Inc. —Champaign, IL
- $18.43 - $20.25 an hour
- Full-time
- Computer literacy
- High school diploma or GED
- Driver's License
- AD&D insurance
- Disability insurance
Quick Apply
Unit Specialist - 2nd
Rosecrance Inc. —Champaign, IL
- $18.43 an hour
- Customer service
- Mid-level
- Residential
- AD&D insurance
- Disability insurance
Quick Apply
IM+CANS Coaching Specialist - School of Social Work
University of Illinois Urbana-Champaign —Urbana, IL
- $65,000 - $75,000 a year
- Online Application
- Hybrid work
- Master's degree
- Children
- Mentoring
- Health insurance
- Dental insurance
RN - Clinical Transition Specialist
Carle Health —Urbana, IL
- $35.87 - $58.37 an hour
- Full-time
- Acute care
- Nursing
- RN License
- Health insurance
Director of Private Client Strategy
Busey Bank —Urbana, IL
- $140,000 - $193,000 a year
- Full-time
- 11+ years
- Office
- Finance
- Profit sharing
- Wellness program
Quick Apply
12d
Wealth Management Advisor - Champaign, IL
TIAA —Champaign, IL
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Financial Advisor - Champaign, IL
COUNTRY Financial —Champaign, IL
- Full-time
- CPA
- Mid-level
- Office

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Financial Planning Specialist II

Busey Bank -
Urbana, IL

Quick Apply

Job Details

Full-time
$64,000 - $80,000 a year

Benefits

Profit sharing
Wellness program
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Spreadsheets
Bachelor's degree
Financial concepts
Smartsheet
Financial services
Productivity software

Full Job Description

Position Summary

The Financial Planning Specialist II has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client.

Duties & Responsibilities

Responsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client.
Keep current regarding tax law changes through research and participation in learning activities.
Obtain and maintain appropriate professional designations related to financial planning.
Execute the duties of a Financial Planning Specialist I
Works closely with Wealth Advisors to promote financial planning.

Education & Experience

Knowledge of:

Strong oral and written communication skills
Federal and state laws and regulations
Sophisticated software systems
Excellent time and project management skills
Ability to: Analyze and interpret numerical data
Prepare and present complex financial concepts
Analyze and solve problems based on a broad knowledge of many factors, where advanced and technical concepts must be applied
Maintain visual attention and mental concentration for extended periods of time
Perform duties and make decisions under frequent time pressures

Education and Training:

Requires Bachelor’s degree in Finance related field.
Requires knowledge of Microsoft Office and Smartsheet.
2 – 4 years’ experience in financial planning.
CFP ® required or prepared to sit for the exam within 6 months of hire.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $64,000 - $80,000/year)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

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.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Quick Apply

Refine Your Search

management client services specialist jobs in champaign, il

Financial Planning Specialist II

Wealth Management Client Services Specialist

Deposit Account Services and Governance Manager

Customer Support Specialist

Deflection Specialist - Dart Initiative

Deflection Specialist - Partners for Progress Initiative

Housing Choice Voucher Specialist

Crisis Support Specialist – Full-Time (1st Shift)

Manager, Care Management

University of Illinois at Urbana-Champaign – – EXTENSION SPECIALIST, AGRICULTURE AND AGRIBUSINESS (Commercial Agriculture) – 1035471

Crisis Support Specialist – Full-Time (2nd Shift)

Recruiting Specialist

Extension Educator, 4-H Youth Development

Mental Health Recovery Specialist (2nd Shift)

Unit Specialist - 2nd

IM+CANS Coaching Specialist - School of Social Work

RN - Clinical Transition Specialist

Director of Private Client Strategy

Wealth Management Advisor - Champaign, IL

Financial Advisor - Champaign, IL

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