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Posted: Sunday, May 7, 2017 7:31 AM

JOB DESCRIPTION

The main purpose of this position is to work towards a promotion to Investment Consultant. The Trainee operates as a team member to support clients and the branch team. All duties and responsibilities are performed while providing excellent customer service to prospectsand customers on the phone and in person. The goal is to satisfy client needs, promote our value proposition and to ensure a memorable and satisfactory experience with Scottrade, Inc.

ESSENTIAL FUNCTIONS:

Learn registered representative functions and responsibilities which include margin, options, account types, trading rules and terminology (40%)

Greet clients and answer phones (20%)

Navigate through internal systems proficiently to obtain client information (15%)

Provide stock quotes to clients (10%)

Verify client instructions have been completed (10%)

Process mail and distribute paperwork effectively (5%)

Perform other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Previous experience in the brokerage industry helpful.

Excellent verbal and written commiunication skills.

Excellent organizational skills.

Excellent computer skills including a proficient understanding of the Internet.

Excellent research/problem solving skills.

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.

PHYSICAL ACTIVITIES & REQUIREMENTS, VISUAL ACUITY, WORKING CONDITIONS AND NOISE LEVEL:

While performing the duties of this job, the employee is required to sit, talk, hear, and use hands to finger, handle or feel objects, tools or controls.

The physical requirements of this position are considered to be sedentary work (Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time.).

While performing the duties of this job, the employee is required to have close vision (clear vision at 20 inches or less in order to view a computer screen).

The noise level in the work environment is considered moderate (business office with co-workers, copiers, shredders, printers, ect).

CONTACTS WITH OTHERS:

Contacts with other persons within the department on routine matters as well as regular contact with other departments, or outside the organization furnishing or obtaining factual data requiring ordinary courtesy and tact. May need to regularly utilize specialized communication skills in order to maintain goodwill with internal and external contacts.

MINIMUM EDUCATION & EXPERIENCE:

Bachelor s degree in Finance, Business, or related field, or equivalent combination of education and experience required.

1-2 years customer service experience required.

1-2 years general office experience preferred.

LANGUAGE REQUIREMENT(S)

LICENSE & CERTIFICATION REQUIREMENT(S)

Clean U4 securities record required - FINRA, Series 63 required to be obtained within established timeframe of assigned study program - FINRA, Series 7 required to be obtained within established timeframe of assigned study program - FINRA

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

Source: http://www.jobs2careers.com/click.php?id=2085166386.96


• Location: Houston

• Post ID: 54107148 houston
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