Private Client Advisor Associate

Private Client Advisor Associate

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

Education & Experience

Compensation Range

Hourly : $23.20 - $26.90 (Amount based on relevant experience, skills, and competencies.)

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.

Location : 1551 North Waterfront Parkway, Wichita, Kansas 67206

Time Type : Full time