Client Services Associate - Clayton, MO
1 day ago
Job description
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: $ $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
***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 Client Services Associate job and contemplates a wide range of factors that are considered in 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 $20.90 to $24.00 per hour.
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: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type:
Full time
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