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.
Essential Functions
Perform service and fulfillment activities to meet the needs and expectations of Commerce Trust clients
Act as an additional point of contact within the client relationship team for clients and act as the backup contact for clients in the PCAs absence
Assist with account administration, document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervision
Maintain a professional presence and approach with a strong desire to exceed client expectations
Identify opportunities for expansion of relationships with existing clients
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Basic knowledge of wealth management services and products
Demonstrated superior customer service skills and the ability to work independently
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Client centric and desire to exceed client expectations
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
Positive attitude and ability to work independently to accomplish job responsibilities with minimal supervision
Professional presence and approach and desire to exceed client expectations
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
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
High School Diploma or equivalent combination of education and experience required. Associate degree in related field preferred.
2+ years of office experience required
Financial institution experience preferred
Open to continuing education and development with desire to expand responsibilities
Level of role is determined by knowledge, experience, skills, abilities, and education
For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate & Senior Associate job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.80 to $31.50 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
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Must be eligible to work in the US without sponsorship now or in the future.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 1551 North Waterfront Parkway, Wichita, Kansas 67206
Time Type
Full time
