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Commerce Bank Private Client Advisor Associate I in St. Louis, 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

As a fiduciary and Wealth Management expert the Private Client Advisor Associate’s primary responsibility is the support of our Family Office Relationship Managers who are accountable for the delivery of wealth management advisory services to ultra-high net worth clientele and their business partners.

Essential Functions

  • Act as an additional point of contact for clients and their business partners. Serve as a backup in the absence of the Family Office Relationship Managers.

  • Assist with account administration, trust document review and interpretation, fund transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax preparation.

  • Resolution of operational issues with our internal and external business partners (Middle Office, The Private Bank, Fee Unit, etc.).

  • Coordinate account termination process (i.e. circulate termination notices, value assets, prepare distribution schedule, coordinate transfer of assets, etc.).

  • Preparation of documentation necessary to establish various account types, facilitate the transfer and receipt of assets and track account funding.

  • Input and maintain customer information in client relationship management system (Quest).

  • Access and update information on trust accounting platform (FIS).

  • Address customer inquiries received via phone, email, or in person.

  • Assist with significant cash processing for Family Office relationships.

  • Maintain various spreadsheets for compliance purposes.

  • Perform other duties as assigned.

    Work Schedule

  • Monday – Friday, 8:00am-5:00pm

    Location

  • Clayton Tower (position is on-site full time)

    Knowledge, Skills & Abilities

  • Knowledge of fiduciary responsibilities, typical trust provisions, various types of investment accounts, gifting strategies and asset collection/delivery.

  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.

  • Ability to remain adaptable and resilient in all situations with an optimistic outlookoptimistic outlook and cast a positive shadow that is aligned with our culture and core values.

  • Inquisitive team player who excels in a collaborative environment.

  • Excellent written, verbal and interpersonal communication skills.

  • Advanced level proficiency with Microsoft Word, Excel and Outlook.

  • Professional appearance.

    Education & Experience

  • Bachelor’s degree or equivalent combination of education and experience required.

  • 3+ years wealth management or equivalent experience highly preferred.

Location: 8000 Forsyth, St. Louis, Missouri 63105

Time Type:

Full time

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.

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