Private Client Advisor Specialist - 36068_67206-4804

Commerce Bank • Wichita, KS • 2w ago

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13328888 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 more than 155 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: \$29.90 - \$35.00 (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 (PCA\'s) 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

Participate in client meetings with PCA to support ongoing

development of client relationship and implementation and delivery of services

Assist with account administration, document review and

interpretation, fund transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax preparations

Serve as additional point of contact within the client relationship

team for clients and backup in the PCA absence

Maintain a client centric focus and desire to exceed client

expectations

Effectively manage an assigned portfolio of relationships comprised

of fiduciary and investment management clients

Collaborate proactively with internal partners to identify and

service unique client needs while managing the overall client experience

Identify opportunities for the expansion of relationships with

existing clients

Perform other duties as assigned

Knowledge, Skills & Abilities Required

Advanced knowledge of @types of trusts and investment accounts and

the distinct understanding of the goals and objectives associated with each acquired through work-related experience and continuing education

Advanced knowledge of complex issues such as IRA Regulations, the

Uniform Principal and Income Act, Gifting strategies, Income, Gift and Estate Taxes and their impact on administration of client accounts

Ability to articulate conceptual ideas and strategies to assigned

clients and follow through with successful implementation and the goal to strengthen and expand assigned relationships

Skilled and knowledgeable in compliance and risk management issues

with ability to proactively avoid/address and resolve independently

Ability to delegate appropriate responsibilities and collaborate

with internal partners and maintain accountability for timely completion

Ability to remain adaptable and resilient toall 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

Ability to maintain a valid driver\'s license and meet Commerce

Bank\'s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

Intermediate level proficiency with Microsoft Word, Excel, Teams,

and Outlook

Education & Experience

Bachelor\'s degree or equivalent combination of education and

experience required

5+ years of experience in providing high level client service in a

similar role required

Primary focus on trust, wealth management or financial planning

preferred

Focus on continuing education and development with desire to expand

responsibilities preferred

Certified Financial Planner (CFP) and/or Certified Trust Fiduciary

Advisory (CTFA) designation or current progress towards earning designation preferred

For this position, Commerce Bank will review your

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