Wealth Management Client Services Associate

Commerce Trust; Kansas City (MO); On-site; USD 33,000 - 38,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) matching

Paid vacation and personal time

Job summary

Commerce Trust in Kansas City, MO, is seeking a Private Client Advisor Associate to support Private Client Advisors in delivering wealth management services to high net worth clients. You will help with account administration, fund transfers, and tax coordination while maintaining a strong client focus.

Expected to manage relationships, identify growth opportunities, and collaborate with a multidisciplinary team.

Qualifications

• High School Diploma or equivalent required; Associate degree preferred.
• 2+ years of office experience preferred.
• Financial institution experience preferred; open to continuing education and development.

Responsibilities

• Perform service and fulfillment activities to meet client needs.
• Act as an additional contact within the client relationship team for clients and backup in PCA absence.
• Assist with account administration, document review, fund transfers, discretionary actions and tax prep coordination.

Skills

Wealth mgmt knowledge

Customer service

Attention to detail

Communication skills

Independent work

Team player

MS Word/Excel/Outlook

Education

High School Diploma

Associate degree preferred

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Commerce Trust in Kansas City, MO, is seeking a Private Client Advisor Associate to support Private Client Advisors in delivering wealth management services to high net worth clients. You will help with account administration, fund transfers, and tax coordination while maintaining a strong client focus.

Expected to manage relationships, identify growth opportunities, and collaborate with a multidisciplinary team.