commerce bankKansas City, MO
Advisor Support Specialist, Financial Services
Advisor Support Specialist, Financial Services
Advisor Support Specialist, Financial Services
commerce bankKansas City, MO
2 days ago
Financial Clerks, All OtherSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Commercial BankingSavings Institutions and Other Depository Credit IntermediationPortfolio Management and Investment Advice
Apply for this role →Commerce Bank is seeking a Sales Assistant - CFA to support Financial Advisors in case management, processing, and handling all functions necessary to provide quality service to investment clients.
Location:
Kansas City, MO. Time Type: Full time. The role involves preparing account paperwork, handling receipts and disbursements, assisting with mailings and campaigns, opening and maintaining client accounts, and placing trades as needed.
Also on the board Same function, level within a rung
Level
Junior
Location
Kansas City, MO
Occupation
Financial Clerks, All Other
Industry
Commercial Banking
Posted
2 days ago