Private Client Advisor Associate

4 weeks ago

Kansas City, United States Commerce Bank Full time

About 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 more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.

Compensation Range

Hourly: $22.60 - $30.30 (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 Job

The 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

* 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



Knowledge, Skills & Abilities Required

* 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 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


* 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


* Intermediate level proficiency with Microsoft Word, Excel and Outlook



Education & Experience

* High 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



Level of role is determined by knowledge, experience, skills, abilities, and education

* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate and Senior Associate job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $22.60 to $30.30 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.

Location: 1000 Walnut, Kansas City, Missouri 64106

Time Type:

Full time

  • Private Client Advisor Associate

    4 days ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About Working at CommerceBuilding 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...

  • Private Client Advisor

    4 days ago

    Kansas City, Missouri, United States Commerce Bancshares, Inc. Full time

    About Working at Commerce Building a career here is more than just steps on a ladder. Its 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 Client Advisor, Advisor, Financial Planning, Private, Relationship Manager, Management

  • Private Client Advisor

    4 days ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About Working at CommerceBuilding 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...

  • Tax Senior Associate | Private Client

    5 days ago

    Kansas City, United States FORVIS Full time

    Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your ability to help...

  • Tax Senior Associate II | Private Client

    3 weeks ago

    Kansas City, United States FORVIS Full time

    Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your ability to help...

  • Private Client Advisor II

    2 months ago

    Salt Lake City, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Advisor, Business Development, Advisor, Private, Solutions, Client Relations

  • Tax Senior Manager | Private Client

    2 days ago

    Kansas City, United States FORVIS, LLP Full time

    Description & Requirements Forvis Mazars Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess...

  • Tax Senior Manager | Private Client

    2 months ago

    Kansas City, United States FORVIS Full time

    Description & Requirements FORVIS Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess...

  • Tax Senior Manager | Private Client

    7 days ago

    Kansas City, United States FORVIS Full time

    Description & Requirements Forvis Mazars Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must...

  • Private Client Advisor II

    4 weeks ago

    Kansas City, United States Bank of America Full time

    Description : This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the...

  • Private Client Advisor II

    3 weeks ago

    Kansas City, United States Bank of America Full time

    Description : This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the...

  • Private Client Advisor II

    2 weeks ago

    Kansas City, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Tax Senior Manager | Private Client

    3 weeks ago

    Kansas City, United States FORVIS, LLP Full time

    Tax Senior Manager | Private Client Location: Kansas City, MO, USA Apply Company Profile: At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that...

  • Tax Senior Manager | Private Client

    4 weeks ago

    Kansas City, United States FORVIS, LLP Full time

    Tax Senior Manager | Private Client Location: Kansas City, MO, USA Apply Company Profile: At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that...

  • Client Service Associate

    2 weeks ago

    Kansas City, United States Stifel Financial Full time

    Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...

  • Tax Director | Private Client

    2 weeks ago

    Salt Lake City, United States BKD Full time

    BKD LLP Tax Director | Private Client SALT LAKE CITY , Utah Apply Now Posting TitleTax Director | Private Client Ref #2231894 Date PublishedTuesday, February 27, 2024 CitySalt Lake City StateUtah CountryUnited States Job CategoryTax OfficeSalt Lake City UT (Forvis) Advertised LocationUS-UT-Salt Lake City Working timeFull Time Description and...

  • Tax Director | Private Client

    1 week ago

    West Valley City, United States FORVIS Full time

    Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to...

  • Client Service Associate

    4 weeks ago

    Kansas City, United States TalentLink Solutions Full time

    We are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients and act as a guide through...

  • Private Client Associate

    1 week ago

    Jersey City, United States EPIC Insurance Brokers & Consultants Full time

      Location: Hybrid to our Melville, NY or Jersey City, NJ office Position Overview: The Private Client Associate is responsible for supporting the National Personal Insurance team in providing exceptional service to our Private Client customers.  Critical Job Functions: Work as a team with Private Client Account Managers, producers, sales...

  • Client Service Associate

    1 month ago

    Kansas City, United States TalentLink Solutions Full time

    Job DescriptionJob DescriptionWe are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients...