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Wealth Management Bill Pay Associate

Company: Commerce Bank
Location: Kansas City
Posted on: February 15, 2019

Job Description:

24909 Wealth Management Bill Pay Associate (Open)
Job Category:
Grade 06 ----------------------------------------------------------------------
Location: 811 Main St, Kansas City, Missouri 64105 ----------------------------------------------------------------------

Job Expectations:
How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a \"Super Community\" bank and is recognized as an industry leader. In today's growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers' needs!

The Wealth Management Bill Payment Associate is the primary point of contact for Private Client & Institutional Administrators within the Commerce Trust Company. The Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $52 billion in client assets. The Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.

The primary focus is servicing and processing for time sensitive, high risk transactions for internal Private Client Advisors. The Bill Payment Associate also serves as a liaison between the Advisors and other departments of the Trust Company including Operations, Audit, Compliance, Legal and Tax. The Bill Payment Associate plays a key role in how new customers form their first impressions of the Trust Company. This requires excellent relationship building skills, critical thinking, and the ability to make sound and prudent judgment on a simple perception of a situation. This role also requires excellent attention to detail along with a broad range of industry knowledge including current taxation and compliance regulations.

The Bill Payment Associate performs critical and reoccurring processes related to:
Customer Service - the primary focus is building and maintaining relationships with Private Client & Institutional Administrators and ensuring a timely, complete and accurate processing of bill payment transactions. The position requires the ability to understand the ultimate goals of the advisors and to deliver support and resolutions that meets those goals.
Distributions/Receipts & Cost Basis- work closely with and provide customer service for Private Client& Institutional Administrators to facilitate all distributions related to the bill payment product offering; receives notification from the Private Client & along with the information needed to facilitate bill payment distributions; responsible for and/or Quality Review of one time and recurring distributions/receipts & Cost Basis, ensure all compliance requirements have been met and all processing and coding is complete, timely, and accurate.
Administration - ensure appropriate controls are in place for all processes related to the bill payment product offering; responsible for identifying accounts with past due bill payments; converting physical bill payment checks to e-payments; collaborating with the Private Client & Institutional Advisors to identify clients with additional bill payments we can service.
Team - work closely with other members of the team to assist/backup during high volumes or absence.

Bachelor's Degree with an emphasis in Finance or Accounting preferred or equivalent work experience

Two to five years of experience in finance or investment management industry preferred
Excellent communication and customer service skills
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
Results oriented and self motivated

Work Hours:
Monday through Friday 8:00 AM to 5:00 PM

Technical Knowledge/Skills:
Knowledge of Trust industry and terminology
Strong PC, word processing, spreadsheet and database skills
Time Type:
Full time

Keywords: Commerce Bank, Kansas City , Wealth Management Bill Pay Associate, Executive , Kansas City, Kansas

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