Private Client Advisor Associate

Commerce Bank•Kansas City, MO

5d•Onsite

About The Position

The main purpose of this job is to support the Private Client Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust. Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

Requirements

Basic knowledge of wealth management services and products
Demonstrated superior customer service skills and the ability to work independently
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Client centric and desire to exceed client expectations
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
Positive attitude and ability to work independently to accomplish job responsibilities with minimal supervision
Professional presence and approach and desire to exceed client expectations
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
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
Intermediate level proficiency with Microsoft Word, Excel and Outlook
High School Diploma or equivalent combination of education and experience required.
2+ years of office experience required
Open to continuing education and development with desire to expand responsibilities

Nice To Haves

Associate degree in related field preferred.
Financial institution experience preferred.

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 for clients and act as the backup contact for clients in the PCAs absence
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 for expansion of relationships with existing clients
Perform other duties as assigned