Wealth Management Associate — Private Client Advisor

Mercantil Commerce Bank; Columbia Township (MO); Sur place; USD 68 197 000 - 79 229 000; Plein temps

Avantages offerts par ce poste

Health, dental, and vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Résumé du poste

Commerce Bank in Missouri's Columbia area seeks a Private Client Advisor Associate to support wealth management services for high-net-worth clients within Commerce Trust.

The role emphasizes client service, account administration, and collaboration within a client relationship team. It requires a high school diploma and 2+ years of office experience; compensation is hourly with benefits.

Qualifications

• Basic knowledge of wealth management services and products.
• Superior customer service and ability to work independently.
• Motivated, organized self-starter with strong attention to detail.
• Client-centric mindset focused on exceeding client expectations.
• Adaptable, resilient with a positive attitude aligned with Core Values.
• Excellent written, verbal and interpersonal communication skills.
• Proficient with Microsoft Word, Excel and Outlook (intermediate).

Responsabilités

• Perform service and fulfillment activities to meet client needs.
• Serve as additional contact within client relationship team; backup in PCA's absence.
• Assist with account administration, document review, fund transfers, discretionary actions and tax coordination.
• Maintain professional presence and exceed client expectations.
• Identify opportunities to expand relationships with existing clients.
• Perform other duties as assigned.

Connaissances

Customer service

Attention to detail

Independence

Communication skills

Team player

Professional demeanor

Formation

High School Diploma or equivalent

Associate degree preferred

Outils

Microsoft Word

Microsoft Excel

Outlook

Description du poste

Commerce Bank in Missouri's Columbia area seeks a Private Client Advisor Associate to support wealth management services for high-net-worth clients within Commerce Trust.

The role emphasizes client service, account administration, and collaboration within a client relationship team. It requires a high school diploma and 2+ years of office experience; compensation is hourly with benefits.