Sales Assistant - Commerce Financial Advisors

Commerce Bank; Kansas City (MO); On-site; USD 45,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank is seeking a Sales Assistant - CFA to support Financial Advisors in case management, processing, and handling all functions necessary to provide quality service to investment clients. Location: Kansas City, MO.

Time Type: Full time. The role involves preparing account paperwork, handling receipts and disbursements, assisting with mailings and campaigns, opening and maintaining client accounts, and placing trades as needed.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required.
• 1+ year experience in processing or customer service, preferably in banking, finance, insurance or the investment industry required.
• Series 7 and Series 63 licenses preferred, or ability to obtain within one year of obtaining position.

Responsibilities

• Prepare new account paperwork and/or maintenance documents for client appointments.
• Assist financial advisors with handling receipts and disbursement for accounts.
• Assist with various mailings and campaigns.
• Responsible for opening and maintaining client accounts.
• Ensure timely response to client requests.
• Place trades as received from the financial advisors or clients.
• Assist with internal and external client phone calls as needed.
• Perform other duties as assigned.

Skills

Brokerage knowledge

Problem solving

Adaptability

MS Word

MS Excel

MS Outlook

Customer service

Communication

Education

Bachelor’s degree

Series 7

Series 63

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

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.

Compensation Range

Hourly: $21.40 - $24.50 (Amount based on relevant experience, skills, and competencies.)

Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.

About This Job

The main purpose of this job is to support Commerce Bank Financial Advisors in case management, processing and handling all functions necessary to provide quality service to investment clients.

Essential Functions

• Prepare new account paperwork and/or maintenance documents for client appointments
• Assist financial advisors with handling receipts and disbursement for accounts
• Assist with various mailings and campaigns
• Responsible for opening and maintaining client accounts
• Ensure timely response to client requests
• Place trades as received from the financial advisors or clients
• Assist with internal and external client phone calls as needed
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Basic knowledge of the brokerage industry
• Strong problem solving skills and ability to work independently
• Ability to quickly adapt to changing priorities
• Strong computer skills with the ability to learn new applications quickly and with ease
• Excellent customer service skills and strong analytical thinking
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• 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
• Intermediate level proficiency with Microsoft Word, Excel and Outlook

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience required
• 1+ year experience in processing or customer service, preferably in banking, finance, insurance or the investment industry required
• Series 7 and Series 63 licenses preferred, or ability to obtain within one year of obtaining position
• 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 Sales Assistant - CFA 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 $21.40 to $24.50 per hour.

Must be eligible to work in the US without sponsorship now or in the future.

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.

Location: 118 W 47th Street, Kansas City, Missouri 64112

Time Type: Full time