Private Client Advisor Associate

Commerce Bancshares
Columbia
Workplace: OnsiteFull timeUSD 23.8 - 27.65 hourlyFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: high_schoolSkills: ["Customer service","Independence","Attention to detail","Multitasking","Communication"]

Support Private Client Advisors delivering wealth management advisory services to high net worth clients at Commerce Trust. You’ll handle client service and fulfillment, act as an additional and backup contact, assist with account administration (document review, fund transfers, discretionary actions), and coordinate with teams for tax preparation. The role also includes identifying opportunities to expand relationships and maintaining a client-first, professional presence.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Commerce Bancshares
Commerce Bancshares
5 hours ago

Private Client Advisor Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Support Private Client Advisors delivering wealth management advisory services to high net worth clients at Commerce Trust. You’ll handle client service and fulfillment, act as an additional and backup contact, assist with account administration (document review, fund transfers, discretionary actions), and coordinate with teams for tax preparation. The role also includes identifying opportunities to expand relationships and maintaining a client-first, professional presence.
Location: Columbia
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Perform service and fulfillment activities for Commerce Trust clients.
  • •Serve as an additional point of contact and act as backup during PCAs absences.
  • •Assist with account administration, including document review, fund transfers, and discretionary actions.
  • •Coordinate activities for tax preparations with minimal supervision.
  • •Identify opportunities for expansion of relationships with existing clients and perform other assigned duties.

Pay and Benefits

Salary: USD 23.8 - 27.65 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalLearning Budget

Key Requirements

  • •High School Diploma (or equivalent education/experience) required; 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.
  • •Strong attention to detail, ability to manage multiple priorities, and intermediate proficiency with Microsoft Word, Excel, and Outlook.
Experience:2+ yearsWealth managementFinancial services
Education:High School
Skills:Customer serviceIndependenceAttention to detailMultitaskingCommunication
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft Outlook

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