Branch Stock Broker Job Opening at Scottrade, Inc in Sugar Land, TX


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Position:Branch Stock Broker
Company:Scottrade, Inc
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Job Location(s): Sugar Land, TX
Start Date:As soon as possible
 
Employment Term: Regular
Employment TypeFull Time
Starting Salary Range:
 
Required Education: Bachelor's Degree
Required Experience: 3 years
Required Security Clearance: None
Related Categories:Investment - Consultant, Finance - Advisor/Services

Position Description

Job ID: 20121604-5789
Description:
Scottrade, Inc. has a Branch Stock Broker position available in Sugarland,TX. This Stock Broker will provide excellent customer service in a professional manner, have a current Series 7 and Series 63 license, and continuously strive for excellence. A Scottrade Broker goes above and beyond to service our customers and support our team.

Responsibilities:

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

Knowledge, Skills and Abilities:

  • Excellent understanding of the stock market
  • Quick and accurate data entry/typing skills
  • Excellent verbal and written communication skills
  • Excellent computer skills including a proficient understanding of the Internet
  • Must be able to maintain a high degree of confidentiality
  • Excellent research/problems solving skills/basic math skills
  • Light travel may be required
  • Excellent organizational skills
  • Intermediate level proficiency with Microsoft Word, Excel and Outlook
  • Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

  • Bachelor's degree in Finance, Business, or related field, or equivalent combination of education and experience required.
  • 3+ years customer service experience
  • 1-2 years online brokerage industry experience preferred
  • Clean U4 securities record
  • Current Series 7 and 63 Licenses

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:
Languages English - Spoken, English - Written
Location TX - Sugar Land
[Position No Longer Available]
 
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