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Brokerage Sales Assistant
Commerce Bank
Wichita, KS, United States
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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 road map to clients along the path toward their financial goals and dreams.
We have a great opportunity to join the Commerce Brokerage 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.
Assigned work requires basic problem resolution, and escalating more complex problems to more experienced staff. This position will require basic skills to perform a wide range of routine responsibilities including (but not limited to):
• 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, monitoring, and maintenance client account activities and sales
• Responding to client requests
• Place trades as received from the financial advisors or clients
• Assist with internal and external client phone calls
A bachelor's degree is 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 experience are also preferred but not required skills.
Minimum expectations are: Strong computer skills with the ability to learn new applications quickly and with ease. Excellent customer service skills, strong analytical thinking and an attention to details with the ability to multitask.
A Series 7 and Series 66 license is preferred or must be completed within one year of obtaining position.
Time Type:
Full time