Private Client Advisor Associate

Commerce Bank

95d • $23 - $26

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. Essential Functions include performing service and fulfillment activities to meet the needs and expectations of Commerce Trust clients, acting as an additional point of contact within the client relationship team for clients, assisting with account administration, document review, fund transfers, discretionary actions, and coordination for tax preparations with minimal supervision. The role requires maintaining a professional presence and approach with a strong desire to exceed client expectations, identifying opportunities for expansion of relationships with existing clients, and performing other duties as assigned.

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.
• 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.
• Intermediate level proficiency with Microsoft Word, Excel and Outlook.

Nice To Haves

• Associate degree in related field preferred.
• 2+ years of office experience required.
• Financial institution experience preferred.
• Open to continuing education and development with 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 for clients and act as the backup contact for clients in the PCA's 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.

Benefits

• Employer sponsored health, dental, and vision insurance.
• 401(k).
• Life insurance.
• Paid vacation.
• Paid personal time.
• Career development.
• Education assistance.
• Voluntary supplemental benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees