Commerce Trust
Private Client Advisor Associate
role at
Commerce Trust
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3 days ago. Be among the first 25 applicants.
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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. 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. Commerce Bank is proud of an award-winning culture built over 160 years, and we are at our best when our people are too.
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 back up 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 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 with an optimistic outlook 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
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
High School Diploma or equivalent 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 determined by knowledge, experience, skills, abilities, and education
For roles with pay transparency requirements, a reasonable estimate of compensation is provided. The current base pay estimate is $23.20 to $30.75 per hour. Depending on job level, additional compensation may be available through performance-based incentive plans.
The candidate selected may be eligible for employer-sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. Commerce also offers 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
Senioriy level Not Applicable
Employment type Full-time
Job function Finance and Sales
Industries Banking and Financial Services
Referrals increase your chances of interviewing at Commerce Trust. Get notified about new Private Client Advisor jobs in Tulsa, OK.
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role at
Commerce Trust
Join to apply for the Private Client Advisor Associate role at Commerce Trust.
3 days ago. Be among the first 25 applicants.
Get AI-powered advice on this job and more exclusive features.
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. 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. Commerce Bank is proud of an award-winning culture built over 160 years, and we are at our best when our people are too.
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 back up 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 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 with an optimistic outlook 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
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
High School Diploma or equivalent 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 determined by knowledge, experience, skills, abilities, and education
For roles with pay transparency requirements, a reasonable estimate of compensation is provided. The current base pay estimate is $23.20 to $30.75 per hour. Depending on job level, additional compensation may be available through performance-based incentive plans.
The candidate selected may be eligible for employer-sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. Commerce also offers 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
Senioriy level Not Applicable
Employment type Full-time
Job function Finance and Sales
Industries Banking and Financial Services
Referrals increase your chances of interviewing at Commerce Trust. Get notified about new Private Client Advisor jobs in Tulsa, OK.
#J-18808-Ljbffr