Private Client Advisor Associate — Wealth Management Support

3M HEALTHCARE; Springfield (MO); On-site; USD 49,504 - 57,512; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank’s Commerce Trust division seeks a role supporting Private Client Advisors for high net worth clients. You will help deliver wealth management services, handle account tasks, securities transfers, and coordinate tax prep with minimal supervision.

We value a client-centric, detail-focused professional who thrives in a collaborative team and strives to exceed client expectations with strong communication and MS Office skills.

Qualifications

• Basic knowledge of wealth management services and products.
• Superior customer service skills and ability to work independently.
• Motivated, organized self-starter with attention to detail.
• Client-centric; strive to exceed client expectations.
• Adaptable, resilient with a positive outlook.
• Professional presence and strong communication skills.

Responsibilities

• Perform service and fulfillment activities to meet client needs.
• Serve as backup contact for clients when PCA is unavailable.
• Assist with account administration, document review, fund transfers.
• Coordinate tax preparations with minimal supervision.
• Maintain professional presence and exceed client expectations.
• Identify opportunities to expand relationships with clients.

Skills

Wealth management basics

Customer service

Self-motivation

Client focus

Adaptability

Positive attitude

Professional demeanor

Communication skills

MS Office

Education

High School Diploma

Associate degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Commerce Bank’s Commerce Trust division seeks a role supporting Private Client Advisors for high net worth clients. You will help deliver wealth management services, handle account tasks, securities transfers, and coordinate tax prep with minimal supervision.

We value a client-centric, detail-focused professional who thrives in a collaborative team and strives to exceed client expectations with strong communication and MS Office skills.