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DATE ADDED: Thu 31/10/2019

Brokerage Sales Support Representative I

Kansas City, MO, US


JOB TYPE: Permanent, FullTime

26351 Brokerage Sales Support Representative I (Evergreen) (Open)

Job Category:

Grade 06


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


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!

Commerce Brokerage Services is a full service brokerage firm that is committed to working with our clients to realize their dreams. We believe in building strong relationships, offering solutions and putting together a financial roadmap to enable our clients to achieve their financial goals and dreams.
This position will join one other Sales Assistants in support of three Financial Advisors in Case Management, processing and handling all functions necessary to provide quality service to investment clients.
Must have extreme attention to detail; find joy in helping and talking with customers and prospects; be able to multi-task and prioritize in a very busy, fast–paced environment; must be a self-starter; must have problem resolution skills and work independently; and must be able to adjust to constant change. This position will require basic skills to perform a wide range of routine responsibilities including (but not limited to):

•Preparing and proofing new account paperwork or maintenance documents for client appointments

•Assist financial advisors with handling receipts and disbursement for accounts

•Assist with various mailings and campaigns

•Opening and maintaining client accounts (case-management)

•Responding to client requests

•Place trades as received from the financial advisors or clients

•Assist with inbound and outbound client phone calls

High school diploma or equivalent (college degree preferred). Experience in processing or customer service, preferably in banking, finance, insurance or the investment industry is strongly preferred. Intermediate MS office skills and CRM (sales force) system Strong oral and written communication skills. Strong computer and organizational skills.
Full-time. Monday - Friday.

* Position will be filled as a level one if applicant does not have Series 7 and 63 licenses (Minimum requirements for Asst. II position: Series 7 and 63 licenses and experience in the securities industry). Position is required to get Series 7 and 63 License within 6 months of start date.

Time Type:

Full time