Client Services Associate

Commerce Bank•Clayton, MO

2d•Onsite

About The Position

Building a career at Commerce is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. This role provides administrative and operational support to Private Client, Portfolio Management, and other departments within Commerce Trust. It involves organizing and filing client correspondence and account paperwork, handling cash movement, creating and maintaining reports, preparing and organizing mailings, and managing client reception and phone calls. The role also requires providing a high level of customer service, monitoring a resource mailbox, and completing tasks in a timely, accurate, and professional manner. Special projects and other duties as assigned are also part of the role.

Requirements

Basic knowledge of the trust field
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Demonstrate proficiency in or ability to quickly learn applicable systems, processes and programs
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities despite interruptions throughout the day
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel and Outlook
High School Diploma or equivalent combination of education and experience required
1+ year experience in customer service contact required
1+ year office experience within a professional environment preferred

Nice To Haves

Associate's degree preferred

Responsibilities

Provide administrative and operational support to Private Client, Portfolio Management, and other departments within Commerce Trust
Organize and file client correspondence and account paperwork
Handle cash movement
Create and maintain reports
Prepare and organize mailings
Manage client reception and phone calls
Provide a high level of customer service
Monitor a resource mailbox and complete tasks in timely, accurate, and professional manner
Perform special projects and other duties as assigned