Private Client Advisor Associate

Commerce Trust; Wichita (KS); On-site; USD 33,000 - 43,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Paid personal time

Education assistance

Job summary

Commerce Trust in Wichita, KS seeks a capable associate to support Private Client Advisors in delivering wealth management services. You will act as a secondary client contact, assist with account administration, transfers and tax preparations, while maintaining a professional presence and aiming to exceed client expectations.

Open to continuing education, with 2+ years of office experience. Location is in Wichita; full-time role with benefits and growth opportunities within Commerce Bank.

Qualifications

• High school diploma or equivalent required; associate degree preferred.
• Minimum 2 years of office experience in a financial setting is preferred.
• Strong customer service and independent work capability.
• Willingness to pursue ongoing education and responsibilities expansion.
• Proficiency with Word, Excel and Outlook is expected.
• Ability to manage multiple priorities with attention to detail.

Responsibilities

• Support Private Client Advisors delivering wealth management services.
• Serve as an additional contact within the client team during PCA absence.
• Assist with account administration, document review, fund transfers and tax prep coordination with minimal supervision.
• Maintain professional presence and aim to exceed client expectations.
• Identify opportunities to expand client relationships.
• Perform other duties as assigned.

Skills

Customer service

Communication skills

Attention to detail

Independent worker

Team player

Adaptable

Education

High School Diploma or equivalent

Associate degree preferred

2+ years of office experience

Financial institution experience preferred

Open to continuing education

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 - $31.50 (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
• Level of role is determined by knowledge, experience, skills, abilities, and education
• 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 & Senior Associate job and contemplates a wide range of factors that are considered in determining most appropriate job level and 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 $31.50 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

Must be eligible to work in the US without sponsorship now or in the future.

The 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.

Location: 1551 North Waterfront Parkway, Wichita, Kansas 67206

Time Type: Full time