Top 38 Client associate Jobs in Champaign Il

Wealth Management Client Services Associate
Busey Bank —Urbana, IL
- $20 - $25 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Client & Community Relations Manager
Busey Bank —Champaign, IL
- $59,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Business development
- Profit sharing
- Wellness program
Quick Apply
Inventory Distrubution Associate
ImpactLife —Urbana, IL
- $18 an hour
- Part-time
- Background check
- Computer literacy
- Pass drug screening
- Paid training
- Health savings account
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Sales Associate
Orangetheory Fitness - Chicago/Central IL —Champaign, IL
- $15 - $18 an hour
- Part-time
- Communication skills
- Marketing
- Entry level
- Paid time off
- Employee discount
Quick Apply
Sales Associate
Orangetheory Fitness - Chicago/Central IL —Champaign, IL
- $15 - $18 an hour
- Full-time
- Communication skills
- Marketing
- Entry level
- Paid training
- Health insurance
Quick Apply
Secretary
MCK CPAs & Advisors —Monticello, IL
- $18 - $20 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
- Profit sharing
- Health savings account
Quick Apply
3d
Retail Scan Associate (Champaign, IL 61821)
ScanScape —Champaign, IL
- $16 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply
3d
Client Support Associate (on-site)
ASPCA —Champaign, IL
- $21.00 - $22.45 an hour
- Full-time
- Spanish
- Anatomy knowledge
- English
- Paid parental leave
- Paid holidays
11d
Veterinary Support Associate, CVT (on-site)
ASPCA —Champaign, IL
- $24.50 - $26.90 an hour
- Weekends as needed
- Spanish
- Anatomy knowledge
- English
- Paid parental leave
- Paid holidays
Part-Time Retail Sales Associate
KOHLS —Champaign, IL
- $15.00 - $21.65 an hour
- Part-time
- Writing skills
- Merchandising
- 16+ years old
- Disability insurance
- Dental insurance
Store Associate
SHOE DEPT. ENCORE —Champaign, IL
- From $15 an hour
- Part-time
- Merchandising
- Entry level
Civil Engineering Associate - Transportation - Entry-Level
Farnsworth Group —Champaign, IL
- $66,000 - $76,000 a year
- Online Application
- Bachelor's degree
- Civil Engineering
- Entry level
- Health savings account
- Disability insurance
Quick Apply
Engineer Associate
Applied Pavement Technology —Champaign, IL
- $68,000 - $75,000 a year
- Overtime
- Civil engineering
- Microsoft Excel
- Bachelor of Science
- AD&D insurance
- Paid holidays
Associate Director of Technology Support Services
Parkland College —Champaign, IL
- $86,003.43 - $90,121.65 a year
- Full-time
- Background check
- Computer science
- Computer Science
- Health insurance
- Dental insurance
9d
Revenue Generation Associate ( University of Illinois)
Playﬂy Sports —Urbana, IL
- $35,000 - $40,000 a year
- Weekends as needed
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Real Estate Associate Loan Originator, NE
PrimeLending —Champaign, IL
- Part-time
- Office
- High school diploma or GED
- Driver's License
Premier Service Associate
Empower —United States
- $45,700 - $62,875 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
12d

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Financial Advisor - Decatur/Champaign/Bloomington (Empire)
CEFCU —Decatur, IL
Must possess a current, valid driver’s license, an acceptable driving record, and personal vehicle insurance. 2-6 years of licensed experience in securities.
$58,656 a year

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
Quick Apply
Executive Assistant
Nuvant Roofing —Reynoldsburg, OH
Handle incoming inquiries at the front desk, greet visitors warmly, and maintain a professional reception area.
$50,000 - $60,000 a year
Quick Apply
12d

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client associate jobs near champaign il

Wealth Management Client Services Associate

Busey Bank -
Urbana, IL

Quick Apply

Job Details

Full-time
$20 - $25 an hour

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

Accounting systems
Microsoft Outlook
Bachelor's degree

Full Job Description

Position Summary

The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team.

Duties & Responsibilities

This position holds responsibilities in four primary categories: Sales Support, Compliance, Customer Service, and Teamwork.
Take part in formulating the appropriate actions necessary to aid clients and enhance their relationship with Busey.
Support advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.
This role interacts with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
Support the successful execution of our Proactive Client Engagement Model by supporting client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, coordinate any additional items needed for these events.
Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as policy and procedure guidelines.
Support the overall team by aiding in formulating solutions to compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering required information from clients, and demonstrate competencies regarding regulations and procedures.
Participate in risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.

Education & Experience

Knowledge of:
Strong oral and written communication skills with moderate to high customer contact via in person meetings, phone conversations, and other correspondence methods.
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 required. Two or more years related experience in the financial services industry with high net-worth client preferred.
Requires successful completion of the Wealth Management Specialist certification or Certified Wealth Strategist designation within 1 year of hire. Additional certifications such as a CFP, CFA, CTFA, or CPA are recommended to be started by the end of first year of service.
Minimum of 6 hours of annual continuing education in courses related to the position’s responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.).
Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office, and Outlook.

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: $20 - $25/hour)

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

client associate jobs in champaign il

Wealth Management Client Services Associate

Client & Community Relations Manager

Inventory Distrubution Associate

Sales Associate

Sales Associate

Secretary

Retail Scan Associate (Champaign, IL 61821)

Client Support Associate (on-site)

Veterinary Support Associate, CVT (on-site)

Part-Time Retail Sales Associate

Store Associate

Civil Engineering Associate - Transportation - Entry-Level

Engineer Associate

Associate Director of Technology Support Services

Revenue Generation Associate ( University of Illinois)

Real Estate Associate Loan Originator, NE

Premier Service Associate

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