Commerce Bank Private Client Advisor Associate - Clayton (Full Time) in St. Louis, Missouri

24510 Private Client Advisor Associate - Clayton (Full Time) (Open)

Job Category:

Grade 06


Location: 8000 Forsyth, St. Louis, Missouri 63105


Job Expectations:

Private Client Advisor Associate - Clayton (Full Time)How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a “Super Community” bank and is recognized as an industry leader. In today's growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers’ needs.Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $40 billion in client assets. Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.Private Client Advisor Associate primary responsibility is the support of our Private Client Advisors (“PCA”s) who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust Company (“CTC”). The Associates perform service and fulfillment activities to meet the needs and expectations of CTC clients on a daily basis. As fiduciary and wealth management experts the Associate acts as an additional point of contact within the client relationship team for clients and their advisors and/or as a backup for client-facing PCA’s. They provide high level administrative client service and support (assistance with all aspects of account administration, document review and interpretation, fund transfers, discretionary actions within fiduciary engagements, coordination of documents needed for tax preparation, and client satisfaction and retention) to PCA’s and other client relationship team members. The Associate will also directly oversee responsibilities of an Administrative Assistant if working under a tiered support relationship model.A key focus of the position is to reduce the time spent by the PCA on administrative, operational and compliance issues, so that the PCA can devote more time to business retention and development. Additionally, the Associate will take initiative in identifying opportunities for expansion of relationships with existing clients and bringing the opportunities to the attention of the PCA.Bachelor’s Degree. 3 to 5 years experience in providing high level client service in a similar role (Preference to wealth management, private banking, financial planning). Proficient at professional letter writing and electronic communication. Advanced Word, Excel, Outlook, PowerPoint software capabilities. Professional presence and approach and desire to exceed client expectations. Positive attitude and ability to work independently to accomplish job responsibilities with minimal supervision. Working knowledge of complex issues such as ERISA Regulations, the Uniform Principal and Income Act, Gifting strategies, Income, Gift and Estate Taxes and their impact on administration of client accounts. Working knowledge of types of trusts and investment accounts and the distinct understanding of the goals and objectives associated with each.

Time Type:

Full timeJoin our winning team.

If you’re looking for something more than just another job, we’re looking for you. We’re searching for people with a make-it-happen attitude who also want to make a difference. At Commerce Bank, we take the time to really get to know our customers. Then we work together to help them achieve their goals. It’s a great feeling. We are committed to always bringing our best, which means we are constantly looking for the best to join us. Does that sound like you?

Our policy is to provide equal opportunity to all qualified candidates and employees without regard to gender, race or ethnic background, age, religion, sexual orientation, national origin, marital status, veteran status, disability or any other non-job related factors. We are committed to maintaining a drug- and alcohol-free workplace and candidates will be required to perform a pre-employment drug screen.