Stockbroker (01A) (1201)

Scottrade is an online brokerage firm that provides customers with a way to inexpensively manage their own investments while still receiving exceptional customer service. Headquartered in St. Louis, Missouri the firm allows investors to conveniently place trades online while offering the added assurance of the second-largest nationwide branch network. Scottrade’s culture is based on customer service and employee excellence.


DUTIES AND RESPONSIBILITIES:

Provide excellent customer service in a professional manner
Establish and maintain new accounts
Execute trades for customers (walk-in and over the phone)
Ensure all phone conversations with customers are recorded
Provide stock quotes and news to customers
Accept customer checks and stock certificates
Follow up on pending ACATS transfers
Provide customer service for all aspects of account maintenance (account activity, pull history when necessary)
Assist internet customers when the internet is down and answer any technical questions about Scottrade.com
Work with margin accounts, give buying power, & balances
Keep up with reorg items, margin delinquencies, work short option report
Follow up on leads from potential customers
Enable Internet customers to Internet access; educate customers as to the workings of the market
Provide excellent customer service in a professional manner
Other projects/duties as assigned.


REQUIRED SKILLS:

A current Series 7 and Series 63 license
1 to 3 years customer service experience required
Clean U4 securities record
Online brokerage industry experience preferred
Understanding of the stock market
Excellent verbal and written communication skills
Must be able to maintain a high degree of confidentiality
Excellent organizational skills, research and problem solving skills
Excellent computer skills including a proficient understanding of the internet
Foster company success through a professional appearance, being courteous to customers & all Scottrade associates, and by having a positive attitude

EDUCATION:

Bachelor degree in Finance or Business or related field or equivalent experience preferred

KEYWORDS:BROKER, STOCKBROKER, INVESTMENT, BROKERAGE, FINANCIAL SERVICES, SERIES 7