Private Client Advisor Associate

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. 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.

About the role

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.

Responsibilities

• 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

Requirements

• 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 with a desire to exceed client expectations
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow 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
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Intermediate-level proficiency with Microsoft Word, Excel, and Outlook

Qualifications

• 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

Pay

Compensation range: $23.80 - $27.65 per hour (based on relevant experience, skills, and competencies).

Benefits

• Employer-sponsored health, dental, and vision insurance
• 401(k) retirement plan
• Life insurance
• Paid vacation and paid personal time
• Career development and education assistance
• Voluntary supplemental benefits

Schedule

Full time

Location: 901 E Broadway, Columbia, Missouri 65201