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Commerce Bank Family Office Client Associate in Kansas City, Missouri

About Working at Commerce

Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we’ve been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.

About This Job

The Family Office Client Associate provides high level service and support to Family Office Advisors and the clients of Commerce Family Office. The primary focus of this role is to support client-facing officers in delivering services to a select group of ultra-high net worth clients and families. A secondary, but highly important, focus is to serve as an additional point of contact within the Family Office team for both clients and other bank colleagues.

Essential Functions

  • Track and record financial information pertinent to the preparation of financial reports

  • Assist in preparing and disseminating periodic customized financial reports

  • Provide support in the areas of bill payment and fund transfers, working with other CTC officers

  • Facilitate accurate client record keeping throughout various systems and forms of communication

  • Work with different web-based document storage systems to maintain documents and other data for ready access by family members and their advisors

  • Work with internal bank systems for storing and organizing documents and other data

  • Communicate with external and internal support specialists as needed

  • Provide email and telephone coverage for Family Office Advisors

  • Help organize client meetings

  • Serve as an additional point of contact within the Family Office team

  • Assist with various administrative functions

  • Assist with CRM entries and database management

  • Provide backup for Family Office Advisors during absences

  • Prepare and distribute various forms of client communication and communication on behalf of clients

  • Perform other duties as assigned

Knowledge Skills & Abilities Required

  • Ability to thrive in a fast-paced team environment while maintaining a high level of accuracy

  • Ability to resolve problems and identify and drive process improvements

  • Knowledge of basic accounting principles and financial services

  • Ability to communicate effectively with Family Office clients

  • Advanced Word, Excel, Outlook, PowerPoint software capabilities

  • Ability to learn and be flexible

  • Exceptional organizational and time management skills

  • Excellent communication and customer service skills

  • Results oriented and self-motivated

  • Exceptional customer service skills, with a high level of professionalism and confidentiality appropriate for Banking environment

  • Ability to research, identify, analyze, and resolve customer inquiries

  • Intermediate level proficiency with Microsoft Word, Excel, Outlook, SharePoint, Access and PowerPoint

Education & Experience

  • 3+ years’ experience in financial services or accounting required

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.

Why Commerce? (https://www.commercebank.com/careers/about-commerce)

Inclusion and Diversity at Commerce

How to Join Our Team (https://www.commercebank.com/careers/how-to-join-our-team)

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    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, religion, color, national origin, sex, sexual orientation, age, gender, gender identity, gender expression, veteran status, disability status, or any other applicable characteristics protected by law.

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