Top 310 Account specialist Jobs in Peoria, Il

Wealth Management Client Services Specialist
Busey Bank —Peoria, IL
- $25 - $29 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Healthcare Account Executive
Moments Hospice —Peoria, IL
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Contracts
- Health insurance
- Dental insurance
Quick Apply
4d
Outside Sales Representative
Richards Building Supply —Peoria, IL
- $55,000 - $65,000 a year
- Full-time
- Hybrid work
- Mid-level
- Residential
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Business Development Manager- Salary PLUS commission
Goddard Logistics Incorporated —Pekin, IL
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Strategic Relations Representative
First American Financial Corporation —Illinois
- Research
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
Sales Account Manager
EnviroServe —Peoria, IL
- $85,000 - $95,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Profit sharing
- Paid holidays
Quick Apply
1d
Structural Engineer, Client Relationship Management
Heritage Holding —Illinois
- Full-time
- 7 years
- Senior level
- Civil Engineering
Quick Apply
5d
Farm Manager I
First Mid —Peoria, IL
- $61,300 - $76,600 a year
- 5 years
- Mid-level
- Finance
- Health savings account
- Employee stock purchase plan
Quick Apply
Relationship Banker II | Northpoint/Peoria
Busey Bank —Peoria, IL
- $20.50 - $22.50 an hour
- Full-time
- Military
- Basic math
- Mid-level
- Profit sharing
- Wellness program
Quick Apply
4d
Relationship Banker | Northpoint
Busey Bank —Peoria, IL
- $19 - $21 an hour
- Full-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Wellness program
Quick Apply
Specialty Business Manager - Dermatology- Naperville, Schaumburg, Bolingbrook and St. Charles, IL
Takeda Pharmaceutical —Illinois
- $63.51 - $87.31 an hour
- Full-time
- Remote
- Private practice
- Hospital
- Bachelor of Science
- Paid holidays
- Disability insurance
8d
Relationship Banker II Floater | East Peoria
Busey Bank —East Peoria, IL
- $20.50 - $23.00 an hour
- Full-time
- Military
- Basic math
- Mid-level
- Profit sharing
- Wellness program
Quick Apply
6h
Financial Client Associate
Benjamin F Edwards & Co —Peoria, IL
- $22.11 - $27.64 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Profit sharing
- Paid parental leave
Customer Service Representative - Spot Buys
BLACKHAWK INDUSTRIAL OPERATING CO —Peoria, IL
- $25 - $33 an hour
- Computer literacy
- Pass drug screening
- English
- Health savings account
- AD&D insurance
Quick Apply
Customer Experience Specialist- Remote
Bump Health —Peoria, IL
- $34,000 - $38,000 a year
- Full-time
- Remote
- Communication skills
- Entry level
Quick Apply
Account Representative - State Farm Agent Team Member
jacob weston - State Farm Agent —Washington, IL
- $50,000 - $75,000 a year
- Full-time
- Office
- Communication skills
- Marketing
Quick Apply
Customer Account Specialist
DCX-CHOL Enterprises, Inc. —Pekin, IL
- $60,000 - $70,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Mid-level
- AD&D insurance
- Paid holidays
Quick Apply
Manager/Supervisor/Account Specialist
Heartland Parking —Peoria, IL
- Customer service
- Computer literacy
- Mid-level
Account Associate - State Farm Agent Team Member
Greg Harman - State Farm Agent —Germantown Hills, IL
- $55,000 - $65,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
Account Representative - State Farm Agent Team Member
Greg Harman - State Farm Agent —Germantown Hills, IL
- $55,000 - $65,000 a year
- Full-time
- Office
- Communication skills
- Marketing
- Health insurance
- Paid time off
Quick Apply

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Wealth Management Client Services Specialist

Busey Bank -
Peoria, IL

Quick Apply

Job Details

Full-time
$25 - $29 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
Phone communication

Full Job Description

Position Summary

The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more complex aspects of client relationships, in addition to servicing clients 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.
Lead and drive client relationships through the appropriate actions to enhance client relationships 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 will interact with clients by fielding higher volumes of phone calls and email communications from clients. This associate will function as a main point of contact for daily service needs as well as more complex issues.
Drive the execution our Proactive Client Engagement Model by facilitating client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, and coordinating 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 all policies and procedures.
Resolve compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering all required information from clients, and demonstrating a high level of understanding of regulations, policies, and procedures.
Manage risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.
Serve as an escalation point to resolve minor service issues for clients, provide feedback to leadership on solutions to improve overall client service experience.
Mentor new associates and participate with the team as a resource to resolve issues with compliance or customer service issues.

Education & Experience

Knowledge of:
Strong oral and written communication skills with 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 and two or more years related experience in the financial services industry with high net-worth clients preferred.
Requires successful completion of the Wealth Management Specialist or Certified Wealth Strategist certification within 1 year of hire. Additional certifications such as a CFP, CFA, CTFA, or CPA are strongly 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: $25 -$29 /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

account specialist jobs in peoria, il

Wealth Management Client Services Specialist

Healthcare Account Executive

Outside Sales Representative

Business Development Manager- Salary PLUS commission

Strategic Relations Representative

Sales Account Manager

Structural Engineer, Client Relationship Management

Farm Manager I

Relationship Banker II | Northpoint/Peoria

Relationship Banker | Northpoint

Specialty Business Manager - Dermatology- Naperville, Schaumburg, Bolingbrook and St. Charles, IL

Relationship Banker II Floater | East Peoria

Financial Client Associate

Customer Service Representative - Spot Buys

Customer Experience Specialist- Remote

Account Representative - State Farm Agent Team Member

Customer Account Specialist

Manager/Supervisor/Account Specialist

Account Associate - State Farm Agent Team Member

Account Representative - State Farm Agent Team Member

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