Private Client Support Associate - Wealth Management

Commerce Bank; New York (NY); On-site; USD 33,000 - 38,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary supplemental benefits

Job summary

Commerce Bank is seeking a Private Client Advisor Associate to support Private Client Advisors delivering wealth management advisory services to high-net-worth clients from Commerce Trust. This role focuses on client service, account administration, and coordination for tax preparations with minimal supervision.

You will be part of a client-relations team, serving as a backup contact during the PCA’s absence and seeking opportunities to expand relationships while maintaining a professional

Qualifications

• 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 with an optimistic outlook and align with culture and Core Values
• Professional presence and ability 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

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 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

Skills

Wealth management knowledge

Customer service

Self-starter

Attention to detail

Communication skills

Team player

Education

High School Diploma

Associate degree preferred

Tools

Microsoft Word

Excel

Outlook

Job description

Commerce Bank is seeking a Private Client Advisor Associate to support Private Client Advisors delivering wealth management advisory services to high-net-worth clients from Commerce Trust. This role focuses on client service, account administration, and coordination for tax preparations with minimal supervision.

You will be part of a client-relations team, serving as a backup contact during the PCA’s absence and seeking opportunities to expand relationships while maintaining a professional