Brokerage Sales Assistant Commerce Bank

Description

31492 Brokerage Sales Assistant
Job Category: Grade 05
Location: Clayton (8000 Forsyth)

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.

The Brokerage Sales Assistant acts in support of Commerce Bank Financial Advisors in case management, processing and handling all functions necessary to provide quality service to investment clients.

Work Schedule
Monday – Friday, 8:00am – 5:00pm
Will be located at our Kirkwood, MO office

Responsibilities

  • 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

Qualifications / Requirements

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

***Level of role (I, II) is determined by knowledge, experience, skills, abilities, and education

Time Type:
Full time

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