Private Client Advisor Associate
Commerce Bank(1 month ago)
About this role
A Private Client Advisor Associate at Commerce Trust works within the wealth management division supporting Private Client Relationship Managers who serve high-net-worth clients. The role is part of Commerce Bank’s client-facing wealth and trust services team and is based in Clayton, Missouri. It is a full-time, on-site position focused on supporting the delivery of advisory services.
Required Skills
- Fiduciary Knowledge
- Trust Documents
- Account Administration
- Cash Processing
- CRM Systems
- Microsoft Excel
- Client Service
- Communication
- Detail Orientation
- Document Management
Qualifications
- High School Diploma
- Associates 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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