Sales Assistant - Commerce Financial Advisors

Commerce Bancshares; Springfield (MO); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services provider in Springfield, Missouri is seeking a Sales Assistant - CFA to support financial advisors with case management and client account handling. The ideal candidate should have a bachelor's degree, at least one year of experience in customer service, and possess strong problem-solving and analytical skills. This full-time role offers a salary range of $20.90 to $24.00 per hour, along with comprehensive benefits packages including health insurance and 401(k).

Benefits

Health, dental, and vision insurance

401(k)

Paid vacation

Paid personal time

Career development and education assistance

Qualifications

• 1+ year experience in processing or customer service, preferably in banking, finance, insurance or investment.
• Series 7 and Series 63 licenses preferred, or ability to obtain within one year.

Responsibilities

• Prepare new account paperwork for client appointments.
• Assist financial advisors with account receipts and disbursement.
• Responsible for opening and maintaining client accounts.
• Ensure timely response to client requests.

Skills

Basic knowledge of the brokerage industry

Strong problem solving skills

Excellent customer service skills

Strong computer skills

Analytical thinking

Organized self-starter

Excellent communication skills

Proficiency with Microsoft Word, Excel, and Outlook

Education

Bachelor’s degree or equivalent combination of education and experience

Job description

Overview

About Working at Commerce. Building a career here is more than 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. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn\u2019t come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range

Hourly: $20.90 - $24.00 (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
• Proactively run reports on transactions and maturities to schedule calls and appointments with 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 $20.90 to $24.00 per hour.

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. This is the kind of role to learn more about the organization and opportunities. The company is committed to equal employment opportunity and inclusion. Title: Sales Assistant - CFA. Location: 1345 E. Battlefield St, Springfield, Missouri 65804. Time Type: Full time.