Private Client Advisor Associate

Commerce Bank•Wichita, KS

About The Position

The Private Client Advisor Associate supports Private Client Advisors who are accountable for delivering wealth management advisory services to high-net-worth Commerce Trust clients. The role provides client service and fulfillment support, helps administer accounts and related activities, 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-centric approach and seek to exceed client expectations. The role also involves identifying opportunities to expand existing client relationships and completing responsibilities with minimal supervision. Commerce Trust is a division of Commerce Bank and provides wealth management services including financial planning, estate and tax planning, investment management, private banking, and trust administration.

Requirements

High school diploma or an equivalent combination of education and experience.
At least 2 years of office experience.
Basic knowledge of wealth management services and products.
Demonstrated superior customer service skills and the ability to work independently.
Motivated, organized self-starter with strong attention to detail and the 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 company’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 United States without sponsorship now or in the future.

Nice To Haves

Associate degree in a related field preferred.
Financial institution experience preferred.
Open to continuing education and development, with 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 for clients within the client relationship team and provide backup coverage when a 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.

Benefits

Employer-sponsored health insurance
Dental insurance
Vision insurance
401(k)
Life insurance
Paid vacation
Paid personal time
Career development
Education assistance
Voluntary supplemental benefits
The position may be eligible for additional compensation through performance-based incentive plans, depending on job level.