Chinese Speaking Branch Stockbroker (834)

Scottrade, Inc. is one of the fastest growing companies in America. With over 260 branches to date, the company has come a long way since its inception back in 1980. With its low commission structure and friendly customer service, Scottrade is home to the do-it-yourself investor. Though the success of a company depends on many factors, we at Scottrade believe that our employees are the support behind the successes of our past and the key to our success in the future. If you are looking for a challenging, rewarding career, please consider joining our group of talented professionals.

We are looking for a Chinese Speaking Stockbroker for our Upland, CA branch.

DUTIES AND RESPONSIBILITIES:
Provide excellent customer service in a professional manner for Chinese and English speaking customers
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
Must be bilingual English/Mandarin
Accurate data entry/typing skills (Chinese Big 5 and English)
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
Proven computer skills including a proficient understanding of the internet

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




Please apply at our website:


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