Senior Securities Specialist - Wealth Operations

Commerce Bank•Kansas City, MO

1d•$21 - $28•Hybrid

About The Position

The Senior Securities Specialist – Wealth Operations monitors and processes industry trade settlement activity, resolves reconciliation breaks and failed trade activity, handles money market repo trade settlement, and assists with client trade inquiries. The role ensures timely and accurate posting of events within the business line while avoiding downstream impacts and reputational risk. The position is hybrid, requiring at least two days per week in the office. Training may require up to five days per week in the office for up to eight weeks, depending on progress and business need.

Requirements

Associate’s degree or equivalent combination of education and experience.
At least 3 years of financial services industry-related experience with securities knowledge.
Strong knowledge of traded and non-traded security types and the impact various setup functions have on other aspects of security processing.
Strong analytical and critical-thinking skills, with the ability to solve complex issues and make decisions.
Strong customer service skills.
Ability to think with a growth mindset and recommend ways to streamline processes for efficiency.
Ability to work independently, prioritize, and perform varied assignments with frequent distractions.
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.
Inquisitive, agile collaborator with strong written, verbal, and interpersonal communication skills.
Ability to remain adaptable and resilient, maintain an optimistic outlook, and reflect the company’s culture and Core Values.
Advanced proficiency with Microsoft Word, Excel, Teams, and Outlook.
Must be eligible to work in the U.S. without sponsorship now or in the future.

Responsibilities

Process trade settlement activity associated with various functions within the business line.
Perform complex problem resolution on inquiries.
Demonstrate subject matter expert-level knowledge of traded securities and complex asset types.
Ensure accurate processing to avoid downstream impacts and reputational risk.
Identify and mitigate liability risks associated with asset or settlement activities.
Monitor, research, and resolve discrepancies or out-of-balance conditions.
Identify opportunities for process improvement and operational efficiencies.
Perform special project-related work as assigned.
Assist with client trade inquiries and process money market repo trade settlement.