Stockbroker (I04) (1148)

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 over 270 branch offices nationwide. 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.