Private Client Advisor Associate – 34972_67846-4804

This job was posted by https://www.kansasworks.com : For more
information, please see: https://www.kansasworks.com/jobs/13076002
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 doesnt stop there. Our culture is about our people, the
ones in our communities and the ones that work with us.

Here, youll find opportunities to grow and learn, to connect with
others, and build relationships with the people around you. Youll 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 doesnt 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 lets
talk.

Compensation Range

Hourly: $22.60 – $26.70 (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 clients 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
– Prior exposure to complex financial concepts
– Basic knowledge and understanding of different types of trust and
investment accounts
– Open to continuing education and development with desire to expand
responsibilities
– Motivated and organized self-starter with strong attention to detail
and the ability to manage multiple priorities
– Positive attitude and ability to work independently to accomplish
job responsibilities with minimal supervision
– 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

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 compen ation range is for the Private Client Advisor Associate job
and contemplates a wide range of factors that are considered in 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 $26.70 per hour. This position will be eligible
for additional compensation through performance-based incentive plan(s)
that will correspond to meeting performance goals.

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,