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.
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't come easy. And after more than 155 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: $20.45 - $23.80 (Amount based on relevant experience, skills, and competencies.)
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, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.45 to $23.80 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. 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. Click here to learn more.
Location: 118 W. 47th Street, Kansas City, Missouri 64112
Time Type:
Full time
