Client Services Associate
3 weeks ago
At Commerce Bank, we're more than just a financial institution. We're a team of dedicated professionals who are passionate about helping our customers achieve financial safety and success. Our commitment to our customers is unparalleled, and we're constantly striving to provide exceptional service and support.
Job SummaryWe're seeking a highly motivated and organized Client Services Associate to join our team. In this role, you will provide administrative and operational support to our Private Client and Portfolio Management departments. Your primary responsibility will be to provide a high level of customer service, ensuring that our clients receive prompt and professional attention.
Key Responsibilities- Administrative Support
- Organize and file client correspondence and account paperwork
- Handle cash movement and create and maintain reports
- Prepare and organize mailings, as well as manage client reception and phone calls
- Customer Service
- Provide a high level of customer service to clients
- Monitor a resource mailbox and complete tasks in a timely and professional manner
- Special Projects
- Perform special projects and other duties as assigned
- 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
- Skills and Abilities
- 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
- Employer-sponsored health, dental, and vision insurance
- 401(k) plan
- Life insurance
- Paid vacation
- paid personal time
- Career development
- Education assistance
- Voluntary supplemental benefits
Location: 8000 Forsyth Blvd, Clayton, MO 63105
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