Private Client Advisor Associate

Private Client Advisor AssociateAbout working at Commerce: Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are.Compensation Range Hourly: $23.80 - $27.65 (Amount based on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.About This JobThe main purpose of this job is to support the Private Client Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust. Essential functions include:Perform service and fulfillment activities to meet the needs and expectations of Commerce Trust clientsAct as an additional point of contact within the client relationship team for clients and act as the backup contact for clients in the PCAs absenceAssist with account administration, document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervisionMaintain a professional presence and approach with a strong desire to exceed client expectationsIdentify opportunities for expansion of relationships with existing clientsPerform other duties as assignedKnowledge, Skills & Abilities RequiredBasic 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 to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values, positive attitude and ability to work independently to accomplish job responsibilities with minimal supervision, professional presence and approach and desire to exceed client expectations, inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills.Education & ExperienceHigh School Diploma or equivalent combination of education and experience required. Associate degree in related field preferred. 2+ years of office experience required. Financial institution experience preferred. Open to continuing education and development with desire to expand responsibilities.Equal Opportunity Employer: Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.