Private Client Advisor Associate

Mercantil Commerce Bank; Columbia Township (MO); On-site; USD 68,197,000 - 79,229,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Job summary

Commerce Bank in Missouri's Columbia area seeks a Private Client Advisor Associate to support wealth management services for high-net-worth clients within Commerce Trust.

The role emphasizes client service, account administration, and collaboration within a client relationship team. It requires a high school diploma and 2+ years of office experience; compensation is hourly with benefits.

Qualifications

• Basic knowledge of wealth management services and products.
• Superior customer service and ability to work independently.
• Motivated, organized self-starter with strong attention to detail.
• Client-centric mindset focused on exceeding client expectations.
• Adaptable, resilient with a positive attitude aligned with Core Values.
• Excellent written, verbal and interpersonal communication skills.
• Proficient with Microsoft Word, Excel and Outlook (intermediate).

Responsibilities

• Perform service and fulfillment activities to meet client needs.
• Serve as additional contact within client relationship team; backup in PCA's absence.
• Assist with account administration, document review, fund transfers, discretionary actions and tax coordination.
• Maintain professional presence and exceed client expectations.
• Identify opportunities to expand relationships with existing clients.
• Perform other duties as assigned.

Skills

Customer service

Attention to detail

Independence

Communication skills

Team player

Professional demeanor

Education

High School Diploma or equivalent

Associate degree preferred

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

## Private Client Advisor AssociateApplylocations: MO - Central Missouri - Columbia - Columbia 9th and Broadway (65201)time type: Full timeposted on: Posted Todayjob requisition id: 38292**About Working at Commerce**Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. **Compensation Range**Hourly: $23.80 - $27.65 (Amount based on relevant experience, skills, and competencies.)For more than a century, 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.**About This Job**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*** 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**Knowledge, Skills & Abilities Required*** 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**Education & Experience*** High School Diploma or equivalent combination of education and experience required. 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\*\*\*For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.80 to $27.65 per hour.#LI-AC2The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.Location: 901 E Broadway, Columbia, Missouri 65201Time Type:Full time