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

Proactively run reports on transactions and maturities to schedule calls and appointments with 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, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.90 to $24.00 per hour. 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 to learn more.