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Commerce Bank · 2 months ago

Private Client Advisor Associate

Clayton, MO

Full-time

Onsite

Entry Level

$23.20/hr - $26.90/hr

2+ years exp

Commerce Bank is committed to helping people find financial safety and success while fostering a supportive culture for its employees. The Private Client Advisor Associate supports Private Client Relationship Managers in delivering wealth management advisory services to ultra-high net worth clients, ensuring a high level of client service and operational efficiency.

BankingFinanceFinancial Services

Responsibilities

Act as an additional point of contact for clients and their business partners. Serve as a backup in the absence of the Family Office Relationship Managers

Assist with account administration, trust document review and interpretation, fund transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax preparation

Resolve operational issues with internal and external business partners (Middle Office, The Private Bank, Fee Unit, etc.)

Coordinate the account termination process (i.e. circulate termination notices, value assets, prepare distribution schedule, coordinate transfer of assets, etc.)

Prepare documentation necessary to establish various account types, facilitate the transfer and receipt of assets and track account funding

Input and maintain customer information in the client relationship management system

Input documentation into the electronic file room

Access and update information on the trust accounting platform

Address customer inquiries received via phone, email, or in person

Assist with significant cash processing for Family Office relationships

Maintain various spreadsheets for compliance purposes

Perform other duties as assigned

Qualification

Fiduciary responsibilitiesWealth management experienceMicrosoft ExcelMicrosoft WordInterpersonal communicationAttention to detailProfessional appearanceTeam playerAdaptability

Required

Knowledge of fiduciary responsibilities, typical trust provisions, various types of investment accounts, gifting strategies and asset collection/delivery

Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Ability to remain adaptable and resilient in all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and core values

Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills

Advanced level proficiency with Microsoft Word, Excel and Outlook

Professional appearance

High School Diploma or equivalent combination of education and experience required

2+ years office experience required