Brokerage Sales Assistant
Commerce Bank

About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we've been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

About This Job

Commerce Financial Advisors 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 road map to clients along the path toward their financial goals and dreams.

We have a great opportunity to join the Commerce Financial Advisors Team in our Wichita, KS office as a Brokerage Sales Assistant. The assistant would provide day-to-day customer service, trade support and administrative support to the Financial Advisor (FA) by use of a network of other support staff members in Operations, Trade Desk, Business Analysis, Client Service Team, Management and Commerce Bank Retail.

Essential Functions

• Preparing 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 maintenance of client accounts
  
• Responding to client requests
  
• Place trades as received from the financial advisors or clients
  
• Assist with internal and external client phone call
  
• Perform other duties as assigned
  

Knowledge, Skills & Abilities Required

• Experience in processing or customer service, preferably in banking, finance, insurance or the investment 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, 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 is preferred
  
• A Series 7 and Series 63 license is preferred or must be completed within one year of obtaining position.
  

Location: 1551 N. Waterfront Parkway, Wichita, Kansas 67206

Time Type:
Full time

This job has expired.