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IRA Operations Specialist – Wealth Management
Job in
Kansas City, Jackson County, Missouri, 64101, USA
Listed on 2026-07-31
Listing for:
Mercantil Commerce Bank
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist
Job Description & How to Apply Below
Commerce Bank in Kansas City, MO is seeking a Wealth Management IRA Associate to provide servicing and processing for time sensitive IRA transactions for Private Client Advisors. You will build relationships, deliver timely support, and ensure accuracy across distributions and withholding.
Collaborating with Private Client Advisors and Administrators, you will review reports, gather missing information, and maintain compliance while supporting the team during high volumes.
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