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Sales Assistant - Commerce Financial Advisors

Sales Assistant - Commerce Financial Advisors

Commerce BankSpringfield, MO, US
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Commerce Bank Financial Advisor Support

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

    • Location : 1345 E. Battlefield St, Springfield, Missouri 65804

    Time Type : Full time

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    Financial Advisor • Springfield, MO, US

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