Wealth Client Services 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

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.