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Bilingual Stock Broker - San Francisco, CA
Date: Aug 20, 2010
Location: San Francisco, CA, US
Bilingual Stock Broker - San Francisco, CA
Job ID: 20101607-2751
Description:
Scottrade, Inc. has a Chinese Speaking Branch Stock Broker position available in San Francisco, CA. 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
Experience:
• 3 years customer service experience required
• 1 to 3 years Online brokerage industry experience preferred
Education:
• A current Series 7 and Series 63 license
• Clean U4 securities record
• Bachelor degree in Finance or Business or related field or equivalent combination of education and experience preferred
Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.*
Requirements:
Languages Cantonese - Spoken, Cantonese – Written, Mandarin – Written, Mandarin - Spoken, English – Spoken, English – Written
Sort by Location CA - San Francisco
Job ID: 20101607-2751
Description:
Scottrade, Inc. has a Chinese Speaking Branch Stock Broker position available in San Francisco, CA. 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
Experience:
• 3 years customer service experience required
• 1 to 3 years Online brokerage industry experience preferred
Education:
• A current Series 7 and Series 63 license
• Clean U4 securities record
• Bachelor degree in Finance or Business or related field or equivalent combination of education and experience preferred
Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.*
Requirements:
Languages Cantonese - Spoken, Cantonese – Written, Mandarin – Written, Mandarin - Spoken, English – Spoken, English – Written
Sort by Location CA - San Francisco
Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland
Job Segments: Bilingual, Customer Service, Customer Service Representative, Finance, Financial, Investment, Series 7, Service
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