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Commerce Trust · 1 day ago

Private Client Advisor Associate

Leawood, KS

Full-time

Onsite

Entry Level

$23.80/hr - $27.65/hr

2+ years exp

Commerce Trust is a leading provider of wealth management services dedicated to helping clients achieve financial safety and success. The Private Client Advisor Associate supports Private Client Relationship Managers in delivering wealth management advisory services to high net worth clients, ensuring their needs are met through various administrative tasks and client interactions.

Asset ManagementBankingFinanceFinancial ServicesWealth Management

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

Qualification

Wealth management knowledgeCustomer service skillsMicrosoft Office proficiencyAttention to detailTeam playerCommunication skillsAdaptability

Required

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 and desire to exceed client expectations

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

Positive attitude and ability to work independently to accomplish job responsibilities with minimal supervision

Professional presence and approach and desire to exceed client expectations

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

Intermediate level proficiency with Microsoft Word, Excel and Outlook

High School Diploma or equivalent combination of education and experience required

2+ years of office experience required