Commerce Bank Private Client Advisor Associate in Columbia, Missouri
About Working at Commerce
Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.
No wonder we’ve been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.
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 Company.
Perform service and fulfillment activities to meet the needs and expectations of the Commerce Trust Company clients
Act as an additional point of contact within the client relationship team for clients and act as backup in the Private Client Advisors absence
Assist with account administration, document review and interpretation, fund transfers, discretionary actions within fiduciary engagements, and coordination of document for tax preparations.
Identify opportunities for expansion of relationships with existing clients and bring the opportunities to the Private Client Advisor.
Perform other duties as assigned
Monday - Friday, 8:00am-5:00pm
Knowledge Skills & Abilities Required
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
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
Advance level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Bachelor’s degree or equivalent combination of education and experience required
3+ years client services experience required
Knowledge of ERISA Regulations, Uniform Principal and Income Act, gifting strategies, Income, Gift and Estate Taxes, and their impact on client’s accounts preferred
Knowledge of the types of trusts and investment accounts and an understanding of the goals and objectives associated with each preferred
Location: 901 E. Broadway, Columbia, Missouri 65201
Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.
Why Commerce? (https://www.commercebank.com/careers/about-commerce)
Inclusion and Diversity at Commerce
How to Join Our Team (https://www.commercebank.com/careers/how-to-join-our-team)
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Equal Opportunity Employer
Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, gender, gender identity, gender expression, veteran status, disability status, or any other applicable characteristics protected by law.