Private Client Advisor Associate

Commerce Bank•Wichita, KS

4d•$24 - $32

About The Position

The Private Client Advisor Associate supports Private Client Advisors who deliver wealth management advisory services to high-net-worth clients of Commerce Trust. The role performs client service and fulfillment activities, supports account administration and related financial processes, and serves as an additional point of contact for clients, including providing backup coverage when a Private Client Advisor is absent. The associate is expected to maintain a professional, client-centered approach, meet or exceed client expectations, and identify opportunities to expand existing client relationships. Commerce Trust, a division of Commerce Bank, provides wealth management services including financial planning, estate and tax planning, investment management, private banking, and trust administration. Compensation is $23.80 to $31.50 per hour, based on relevant experience, skills, and competencies. Depending on job level, the role may also be eligible for performance-based incentive plans.

Requirements

High school diploma or equivalent combination of education and experience required.
At least 2 years of office experience required.
Basic knowledge of wealth management services and products.
Demonstrated superior customer service skills and ability to work independently.
Motivated, organized self-starter with strong attention to detail and ability to manage multiple priorities.
Client-centric approach and desire to exceed client expectations.
Ability to remain adaptable and resilient, maintain an optimistic outlook, and reflect the organization's culture and Core Values.
Positive attitude and ability to accomplish job responsibilities with minimal supervision.
Professional presence and approach.
Inquisitive, agile team player with excellent written, verbal, and interpersonal communication skills.
Intermediate proficiency with Microsoft Word, Excel, and Outlook.
Must be eligible to work in the US without sponsorship now or in the future.

Nice To Haves

Associate degree in a related field.
Financial institution experience.
Openness to continuing education and development and a desire to expand responsibilities.

Responsibilities

Perform service and fulfillment activities to meet the needs and expectations of Commerce Trust clients.
Act as an additional point of contact within the client relationship team and provide backup client contact when the Private Client Advisor is absent.
Assist with account administration, document review, fund transfers, discretionary actions, and coordination for tax preparations with minimal supervision.
Maintain a professional presence and approach, with a strong desire to exceed client expectations.
Identify opportunities to expand relationships with existing clients.
Perform other duties as assigned.