Private Client Advisor Associate

Commerce Bank•Columbia, MO

3d•$24 - $28•Onsite

About The Position

The Private Client Advisor Associate supports Private Client Advisors who deliver wealth management advisory services to high-net-worth Commerce Trust clients. The role helps provide client service and fulfillment and supports account administration and other client-related activities. 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. The associate serves as an additional point of contact for clients within the relationship team and as a backup contact when the Private Client Advisor is absent. The position requires a professional, client-centered approach, strong organization and communication skills, and the ability to work independently with minimal supervision. The role is based at 901 E Broadway, Columbia, Missouri 65201, and is listed as full time.

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 ability to work independently.
Strong organization, 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 align with the organization’s culture and Core Values.
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.
Experience in a financial institution.
Openness to continuing education and development and a desire to expand responsibilities.

Responsibilities

Perform service and fulfillment activities to meet Commerce Trust clients’ needs and expectations.
Act as an additional point of contact for clients within the client relationship team and serve as a backup 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.