Private Client Advisor Associate

locations

6120 South Yale Ave

time type

Full time

posted on

Posted Yesterday

job requisition id

36901

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 : $23.20 - $30.75 (Amount based on relevant experience, skills, and competencies.)

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

• Level of role is determined by knowledge, experience, skills, abilities, and education
• 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 & Senior Associate job and contemplates a wide range of factors that are considered in determining most appropriate job level and 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 $23.20 to $30.75 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

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 : 6120 South Yale Ave, Tulsa, Oklahoma 74136

Time Type : Full time