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QCR Holdings, Inc.

Carthage, Missouri

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UniBank

Whitinsville, Massachusetts

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UniBank

Grafton, Massachusetts

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UniBank

Shrewsbury, Massachusetts

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Federal Home Loan Bank of Chicago

Chicago, Illinois

QCR Holdings, Inc.

Waukee, Iowa

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Busey

Troy, Illinois

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Busey

Northbrook, Illinois

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Busey

Chesterfield, Missouri

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Zions Bancorporation

Sandy, Utah

QCR Holdings, Inc.

Davenport, Iowa

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Aldrich & Bonnefin, PLC

Irvine, California

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Middlesex Savings Bank

Sudbury, Massachusetts

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National Rural Utilities Cooperative Finance Corporation

Dulles, Virginia

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Federal Home Loan Bank of Chicago

Chicago, Illinois

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Middlesex Savings Bank

Worcester, Massachusetts

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UniBank

Sutton, Massachusetts

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Federal Home Loan Bank of Chicago

Chicago, Illinois

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Middlesex Savings Bank

Southborough, Massachusetts

Life Asset

Washington , D.C.

QCR Holdings, Inc.

Cedar Rapids , Iowa

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Client Service Associate
Duties and Responsibilities Assist Busey Wealth Management in meeting the goals and objectives of the organization utilizing the Wealth Advisory program. Prepare letters, forms, and reviews to assist with servicing existing clients and prospecting for new clients. Respond to client correspondence and interact daily on the phone or in person with prospective and existing clients. Handle financial operational issues that might occur with statements and transactions. Process incoming correspondence, checks, mail, and email. Review daily reports from Raymond James Financial Services and take necessary actions. Forward all account information to home office for approval and scanning. Prepare adviso


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