Private Client Advisor Associate

About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we've been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

Since 1906, Commerce Trust, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client's unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance's Best Private Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets.

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 Company.

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 backup in the PCAs absence
• Assist with account administration, document review, fund transfers, discretionary actions and coordination for tax preparations
• Identify opportunities for expansion of relationships with existing clients and bring opportunities to the PCA
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Prior exposure to complex financial concepts
• Knowledge and understanding of different types of investment accounts
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• 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
• Advanced level proficiency with Microsoft Word, Excel and Outlook

Education & Experience

• Associate's degree or Bachelor's degree or equivalent combination of education and experience required
• 3+ years client services experience required

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time