Client Services Associate

Commerce Trust Client Services Associate

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: $20.90 - $24.00 (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.

Essential Functions

Provide administrative and operational support to Private Client, Portfolio Management, and other departments within Commerce Trust.

Organize and file client correspondence and account paperwork, handle cash movement, create and maintain reports, prepare and organize mailings, and manage client reception and phone calls. Provide a high level of customer service.

Monitor a resource mailbox and complete tasks in timely, accurate, and professional manner.

Perform special projects and other duties as assigned.

Knowledge, Skills & Abilities Required

Basic knowledge of the trust field.

Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills.

Demonstrate proficiency in or ability to quickly learn applicable systems, processes and programs.

Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities despite interruptions throughout the day.

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.

Basic level proficiency with Microsoft Word, Excel and Outlook.

Education & Experience

High School Diploma or equivalent combination of education and experience required. Associate's degree preferred.

1+ year experience in customer service contact required.

1+ year office experience within a professional environment preferred.

Equal Opportunity Employer: Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.