Private Client Advisor Associate

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
24-28 Hourly
Junior
Fintech • Financial Services
The Role
Supports Private Client Advisors serving high-net-worth clients by handling client service, account administration, document review, fund transfers, discretionary actions, tax preparation coordination, and relationship support. The role requires strong organization, attention to detail, communication, independent work, customer service, and intermediate Microsoft Office proficiency.
Summary Generated by Built In

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 


Compensation Range

Hourly: $23.80 - $27.65 (Amount based on relevant experience, skills, and competencies.)

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

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

**Must be eligible to work in the U.S. without sponsorship now or in the future

***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 job and contemplates a wide range of factors that are considered in 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 $27.65 per hour.

#LI-AC2

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: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time

Skills Required

  • High school diploma or equivalent combination of education and experience
  • Two or more years of office experience
  • Basic knowledge of wealth management services and products
  • Superior customer service skills
  • Ability to work independently with minimal supervision
  • Strong organization, attention to detail, and ability to manage multiple priorities
  • Excellent written, verbal, and interpersonal communication skills
  • Intermediate proficiency with Microsoft Word, Excel, and Outlook
  • Associate degree in a related field
  • Financial institution experience
  • Willingness to pursue continuing education and development
  • Must be eligible to work in the United States without sponsorship now or in the future

Commerce Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Commerce Bank and has not been reviewed or approved by Commerce Bank.

  • Healthcare Strength Feedback suggests medical coverage is robust with multiple plan options through major carriers and added programs like Hinge Health, Virta, and an EAP. Preventive care emphasis and digital care resources indicate strong day‑to‑day health support.
  • Leave & Time Off Breadth Feedback suggests time off is comprehensive with vacation, sick/personal time, holidays, parental leave, volunteer time off, and a vacation purchase program. Flexible schedules further support effective use of PTO.
  • Retirement Support Feedback suggests retirement benefits are solid with a structured 401(k) and a tiered company match on the first portion of pay. The design increases support with age and service, signaling commitment to long‑term savings.

Commerce Bank Insights

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The Company
HQ: Kansas City, MO
3,965 Employees

What We Do

At Commerce Bank, we know life’s best moments can come with some financial complexity. Our job is to help people and businesses navigate challenges so they can get back to focusing on what matters most. We do this by getting to know our customers and communities and accepting their goals as our own to deliver the right financial solutions and guidance. It’s what we’ve done for more than 150 years. We’re a regional bank headquartered in Kansas City and St. Louis, delivering a full line of financial services including business and personal banking, checking, savings, loans (including mortgages and student loans), credit and debit cards, plus investment services and wealth management.

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