Private Client Advisor Associate

Commerce Bancshares
Kansas City
Workplace: OnsiteFull timeUSD 23.8 - 27.65 hourlyFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: high_schoolSkills: ["Customer service","Attention to detail","Organizational skills","Independent work","Interpersonal communication"]

Support Private Client Advisors delivering wealth management advisory services to high net worth clients. Provide service and fulfillment activities, act as backup point of contact, and help with account administration tasks such as document review and fund transfers with minimal supervision. Maintain a client-focused, professional presence, exceed client expectations, and identify opportunities to expand relationships. Work independently with strong attention to detail and effective communication.

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FursaFursa
Commerce Bancshares
Commerce Bancshares
3 days ago

Private Client Advisor Associate

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Support Private Client Advisors delivering wealth management advisory services to high net worth clients. Provide service and fulfillment activities, act as backup point of contact, and help with account administration tasks such as document review and fund transfers with minimal supervision. Maintain a client-focused, professional presence, exceed client expectations, and identify opportunities to expand relationships. Work independently with strong attention to detail and effective communication.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Perform service and fulfillment activities to meet client needs and expectations.
  • •Serve as an additional point of contact for clients and act as backup in a PCA absence.
  • •Assist with account administration, including document review, fund transfers, discretionary actions, and coordination for tax preparations.
  • •Maintain a professional, client-exceeding service approach.
  • •Identify opportunities to expand relationships with existing clients.

Pay and Benefits

Salary: USD 23.8 - 27.65 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid Leave

Key Requirements

  • •High school diploma (or equivalent) with an associate degree in a related field preferred.
  • •2+ years of office experience required.
  • •Basic knowledge of wealth management services and products.
  • •Demonstrated superior customer service skills and ability to work independently.
  • •Intermediate proficiency with Microsoft Word, Excel, and Outlook.
Experience:2+ yearsWealth managementFinancial servicesOffice administration
Education:High School
Skills:Customer serviceAttention to detailOrganizational skillsIndependent workInterpersonal communication
Tech Stack:Microsoft WordMicrosoft ExcelOutlook

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn