Commerce Trust · 13 hours ago
Wealth Management Bill Pay Associate
Kansas City, MO
Full-time
Onsite
Entry, Mid Level
$19/hr - $21.90/hr
2+ years expCommerce Trust is a leading provider of wealth management services, dedicated to helping clients achieve financial success. The Wealth Management Bill Pay Associate is responsible for ensuring the timely, complete, and accurate processing of bill payment transactions while building relationships and facilitating distributions related to the bill payment product offering.
Asset ManagementBankingFinanceFinancial ServicesWealth Management
Responsibilities
Ensure a timely, complete and accurate processing of bill payment transactions
Facilitate all distributions related to the bill payment product offering; responsible for processing and/or quality review of one time and recurring distributions/receipts and cost basis, ensure all compliance requirements have been met and all processing and coding is complete, timely, and accurate
Build and maintain relationships, ensure appropriate controls are in place for all processes related to the bill payment product offering; responsible for identifying accounts with past due bill payments, collaborating with the internal departments to identify clients with additional bill payments that can be serviced
Drive process improvements, maintain documentation, and assist with projects and testing
Work closely with other support teams within the Trust Company to resolve client transactions and with other team members to assist/backup during high volumes or absence
Perform other duties as assigned
Qualification
Required
Basic knowledge of wealth management bill payment practices
Strong business acumen and the ability to make timely and sound business recommendations
Excellent customer service skills
Ability to prioritize work to meet deadline and service level agreements
Ability to thrive in a fast-paced environment while maintaining a high level of accuracy
Strong analytical and critical thinking skills
Ability to resolve problems and identify and drive process improvements
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
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
Bachelor's Degree in Finance or Accounting or equivalent combination of education and experience required
2+ years finance or investment management experience required
Benefits
Employer sponsored health, dental, and vision insurance
401(k)
Life insurance
Paid vacation
Paid personal time
Career development
Education assistance
Voluntary supplemental benefits
Company
Commerce Trust
Commerce Trust provides wealth management, investment management, private banking, and trust services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John Handy
President & CEO at Commerce Trust Company
Recent News
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2026-01-05
2026-01-03
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2025-06-06
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