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Client Service Associate
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- 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.
- Assist Busey Wealth Management in meeting the goals and objectives of the organization utilizing the Wealth Advisory program.
- Demonstrate an understanding that the Busey offers financial services and investments through Wealth Management
- Maintain Client Relationship Management and reporting available on the system (CRM).
- Strong computer and organization skills (mail merge, Raymond James System and Excel)
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