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Brokerage Client Associate

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POST DATE 9/17/2017
END DATE 1/2/2018

Commerce Bank Kansas City, MO

Kansas City, MO
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #


22134 Brokerage Client Associate (Open)

Job Category:

Grade 06 ----------------------------------------------------------------------

Location: 118 W. 47th Street, Kansas City, Missouri 64112 ----------------------------------------------------------------------

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 roadmap to clients along the path toward their financial goals and dreams.

We have a great opportunity for a talented individual to join Commerce Brokerage in our Kansas City office as a Sales Support Represenative on the Client Service Team (CST) . The primary focus is to provide superior support to the Financial Advisors (FAs) by networking with expereiced teammembers, operations staff, and management to provide day-to-day customer serivce, trade support and administrative support to our Clients and FAs in St. Louis-Kansas-Illinois markets. This position may also provide backup support to the Operations Service Team and the Trade Service Team as needed.

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 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 calls

Work Hours: Monday - Friday (8:00am-5:00pm)

Education: Bachelor's degree preferred

Experience in processing or customer service, preferrably 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 skils 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 63 license is preferred or must be completed within one year of obtaining position.

Time Type:

Full time