Private Client Advisor Associate

Commerce Trust; Kansas City (MO); On-site; USD 33,000 - 38,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) matching

Paid vacation and personal time

Job summary

Commerce Trust in Kansas City, MO, is seeking a Private Client Advisor Associate to support Private Client Advisors in delivering wealth management services to high net worth clients. You will help with account administration, fund transfers, and tax coordination while maintaining a strong client focus.

Expected to manage relationships, identify growth opportunities, and collaborate with a multidisciplinary team.

Qualifications

• High School Diploma or equivalent required; Associate degree preferred.
• 2+ years of office experience preferred.
• Financial institution experience preferred; open to continuing education and development.

Responsibilities

• Perform service and fulfillment activities to meet client needs.
• Act as an additional contact within the client relationship team for clients and backup in PCA absence.
• Assist with account administration, document review, fund transfers, discretionary actions and tax prep coordination.

Skills

Wealth mgmt knowledge

Customer service

Attention to detail

Communication skills

Independent work

Team player

MS Word/Excel/Outlook

Education

High School Diploma

Associate degree preferred

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

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
• Must be eligible to work in the U.S. without sponsorship now or in the future
• 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.

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.

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time