Private Client Advisor Associate

Commerce Bank

Clayton, Missouri, United States
Base: $23.80 - $27.65 ph; bonus/equity: not specif...
Account administration
Trust document review
Fund transfers
Building a career here is about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of

Job Summary

  • Building a career here is about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of.
  • The Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship Managers who are accountable for the delivery of wealth management advisory services to ultra-high net worth clientele.
  • The candidate selected for this position may be eligible for employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time.

Matching Summary

Building a career here is about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of.

Salary

Base: $23.80 - $27.65 per hour; Bonus/Equity: Not specified; Benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time, career development, education assistance, voluntary supplemental benefits

Skills & Requirements

Must-have

  • Account administration
  • Trust document review
  • Fund transfers
  • Client relationship management system
  • Trust accounting platform

Nice-to-have

  • Adaptable and resilient
  • Optimistic outlook
  • Agile team player
  • Inquisitive mindset

Key Requirements

  • 2+ years office experience
  • High School Diploma or equivalent
  • Associate’s degree preferred
  • Wealth management experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter