Private Client Advisor Associate Wealth Management Support

3M Healthcare

Springfield, MO

JOB DETAILS
SKILLS
Communication Skills, Customer Support/Service, High Net Worth, Microsoft Office, Securities, Service Delivery, Tax Returns, Team Player, Wealth Management
LOCATION
Springfield, MO
POSTED
3 days ago

Commerce Bank's Commerce Trust division seeks a role supporting Private Client Advisors for high net worth clients. You will help deliver wealth management services, handle account tasks, securities transfers, and coordinate tax prep with minimal supervision.We value a client-centric, detail-focused professional who thrives in a collaborative team and strives to exceed client expectations with strong communication and MS Office skills.#J-18808-Ljbffr

About the Company

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3M Healthcare