Wealth Services Associate
Company: Country Financial
Posted on: May 3, 2021
As a Wealth Services Associate at COUNTRY Financial, you will be
responsible for supporting our Wealth Services and Wealth
Management team members who interact with our field representatives
and clients. This position performs regulatory and administrative
functions critical to the client experience, works with our field
representatives in response to Wealth Services questions regarding
client accounts, helps our Trust Services team process documents,
checks, and tax return information, along with other items as
While we are currently limiting the number of employees in our
office due to the coronavirus (COVID-19) pandemic, the
responsibilities of this role require working immediately from the
assigned office location.
How does a Wealth Services Associate make an impact?
- Performs support functions necessary for ongoing wealth
services relationships, including client correspondence, record
organization and retention, etc.
- Assists with the preparation, organization, and documentation
of client reviews as needed.
- Supports team members in new business development and promoting
wealth management services to COUNTRY Financial representatives,
clients, and prospects, primarily in executing the relationship
management functions, such as scheduling, preparation, follow up
functions, and documentation of meetings.
Do you have what we're looking for?
- Demonstrates excellent work prioritization and reasoning
- Works well independently and builds trust and rapport in a team
- Preferably an education equivalent to an associate's degree in
business, insurance, finance, accounting, or related field, or at
least 2 years of related work experience with High School diploma
Why work with us?
Our employees and representatives serve nearly one million
households with our diverse range of personal and business
insurance products as well as retirement and investment services.
We build relationships and work together to create a stronger, more
secure future for our clients and our communities. We're a big
company, yet small enough you can make an impact and won't get lost
in the shuffle. You'll have the opportunity to learn and grow
throughout your career, either within this role or by exploring
other areas of our business.
You'll be able to take advantage of our benefits package, which
includes insurance benefits (medical, dental, vision, disability,
and life), 401(k) with company match, parental leave, paid time
off, paid company holidays and time off to volunteer in your
community. Please click here to learn more about who we are and the
many benefits we offer our employees.
COUNTRY Financial is committed to providing equal opportunity in
all areas of employment, and in providing employees with a work
environment free of discrimination and harassment. Employment
decisions are made without regard to race, color, religion, age,
gender, sexual orientation, veteran status, national origin,
disability, or any other status protected by applicable laws or
Come join our team at COUNTRY today!
COUNTRY Financial does not generally sponsor individuals for
employment-based visas for this position.
Keywords: Country Financial, Bloomington , Wealth Services Associate, Other , Bloomington, Illinois
Didn't find what you're looking for? Search again!