Private Client Advisor Associate
Commerce Bank(1 month ago)
Missouri, Columbia, MOOnsiteFull TimeJunior$46,400 - $61,500Wealth Management
Apply NowAbout this role
A Private Client Advisor Associate at Commerce Trust supports Private Client Relationship Managers in delivering wealth management advisory services to high and ultra-high net worth clients. The role is part of Commerce Bank's wealth management division focused on financial planning, trust administration, investment management and private banking.
Required Skills
- Wealth Management
- Customer Service
- Account Administration
- Document Review
- Fund Transfers
- Tax Coordination
- Communication
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
+1 more
Qualifications
- High School Diploma
- Associate Degree (Preferred)
About Commerce Bank
commercebank.comCommerce Bank offers personal and business banking, checking, mortgages, loans, investing, credit cards & more. Visit us online or at one of our locations.
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