Top 35 Business specialist Jobs in Urbana Il

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
Community Engagement Specialist
Cunningham Children's Home —Urbana, IL
- $23.63 - $35.44 an hour
- Background check
- Sales
- Marketing
Quick Apply
Agency Temp EEO Specialist
Insperity Services, L.P. —Illinois
- $64,800 - $73,725 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
11d
Divisional Sales Specialist (Senior Living)
Discovery Senior Living - LakeHouse —Illinois
- Remote
- Management
- Marketing
- Hospital
- Paid holidays
- Health insurance
Quick Apply
9d
Accounts Payable Specialist
Busey Bank —Champaign, IL
- $18.50 - $20.00 an hour
- Full-time
- Mid-level
- Office
- Data entry
- Travel reimbursement
- Profit sharing
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
11d
Billing Support Specialist
Communications Data Group Inc —Champaign, IL
- $50,000 - $65,000 a year
- Weekends as needed
- Remote
- Microsoft Word
- Computer science
- Clean driving record
Accounting Specialist
APL Engineered Materials, Inc. —Urbana, IL
- $20 - $22 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Finance Specialist (Hybrid)
Beckman Institute/University of Illinois at Urbana-Champaign —Urbana, IL
- $55,000 - $60,000 a year
- Full-time
- Hybrid work
- Word processing
- Mid-level
- University
- Travel reimbursement
- Health savings account
Quick Apply
3d
Finance Specialist (Hybrid) - Beckman Institute for Advanced Science and Technology
University of Illinois Urbana-Champaign —Urbana, IL
- $55,000 - $60,000 a year
- Online Application
- Word processing
- Mid-level
- University
- Travel reimbursement
- Health insurance
3d
Program Data and Monitoring Specialist
Champaign County Regional Planning Commission —Urbana, IL
- From $30.27 an hour
- Online Application
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
CQI Training Specialist
One Hope United —Champaign, IL
- $25.24 - $28.37 an hour
- Clean driving record
- Mid-level
- Residential
- Health savings account
- Disability insurance
Quick Apply
1d
Deposit Operations Specialist
Servbank, sb Inc. —Champaign, IL
- $18.50 - $23.47 an hour
- Writing skills
- Research
- Mid-level
Quick Apply
Financial & Purchasing Specialist - Hybrid
University of Illinois —Urbana, IL
- $50,000 - $60,000 a year
- Full-time
- Mid-level
- Master's degree
- SQL
- Health insurance
- Dental insurance
9d
Business & Finance Specialist - Technology Services
University of Illinois Urbana-Champaign —Urbana, IL
- $53,000 - $65,000 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health insurance
- Dental insurance
8d
Financial & Purchasing Specialist - Hybrid
University of Illinois Urbana-Champaign —Urbana, IL
- $50,000 - $60,000 a year
- Online Application
- Mid-level
- Master's degree
- SQL
- Health insurance
- Dental insurance
9d
Research Administration Specialist - School of Social Work
University of Illinois Urbana-Champaign —Urbana, IL
- $55,000 - $65,000 a year
- Online Application
- Mid-level
- Master's degree
- University
- Health insurance
- Dental insurance
16h
Debt Compliance Specialist
University of Illinois —Urbana, IL
- $60,000 - $75,000 a year
- Full-time
- Microsoft Access
- Customer service
- Mid-level
- Health insurance
- Dental insurance
14d
Recruiting Specialist
Stratum Med —Champaign, IL
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Marketing
Quick Apply
Business Development Specialist – Lending
Adfy AI —United States
- $95,501.46 - $115,012.52 a year
- Part-time
- Remote
- Mid-level
- Residential
- Communication skills
- Work from home
- Flexible schedule
Quick Apply
3d

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Wealth Management Client Services Specialist

Busey Bank -
Urbana, 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

business specialist jobs in urbana il

Wealth Management Client Services Specialist

Community Engagement Specialist

Agency Temp EEO Specialist

Divisional Sales Specialist (Senior Living)

Accounts Payable Specialist

Housing Choice Voucher Specialist

Billing Support Specialist

Accounting Specialist

Finance Specialist (Hybrid)

Finance Specialist (Hybrid) - Beckman Institute for Advanced Science and Technology

Program Data and Monitoring Specialist

CQI Training Specialist

Deposit Operations Specialist

Financial & Purchasing Specialist - Hybrid

Business & Finance Specialist - Technology Services

Financial & Purchasing Specialist - Hybrid

Research Administration Specialist - School of Social Work

Debt Compliance Specialist

Recruiting Specialist

Business Development Specialist – Lending

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