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Client Services Associate

2 months ago

St Louis, Missouri, United States Commerce Bank Full time
About Commerce Bank

We're a leading provider of financial services, dedicated to helping individuals and businesses achieve their goals. Our commitment to excellence is reflected in our award-winning culture, which prioritizes the well-being and growth of our employees.

Job Summary

We're seeking a highly organized and detail-oriented Client Services Associate to join our team. As a key member of our Private Client Services department, you'll provide administrative support to our wealth management professionals, ensuring seamless client experiences and exceptional service.

Key Responsibilities
  • Provide administrative support to Private Client, Portfolio Management, and other departments within Commerce Trust
  • Organize and file client correspondence and account paperwork, handle cash movement, create and maintain reports, prepare and organize mailings, and manage client reception and phone calls
  • Monitor a resource mailbox and complete tasks in a timely, accurate, and professional manner
  • Perform special projects and other duties as assigned
Requirements
  • Basic knowledge of the trust field
  • Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
  • Demonstrate proficiency in or ability to quickly learn applicable systems, processes, and programs
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities despite interruptions throughout the day
  • 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
  • Basic level proficiency with Microsoft Word, Excel, and Outlook
Education and Experience
  • High School Diploma or equivalent combination of education and experience required. Associate's degree preferred.
  • 1+ year experience in customer service contact required
  • 1+ year office experience within a professional environment preferred

We offer a competitive compensation package, including a salary range of $20.45 to $23.80 per hour, as well as opportunities for career development, education assistance, and voluntary supplemental benefits. If you're a motivated and detail-oriented individual who is passionate about delivering exceptional client experiences, we encourage you to apply.