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Company Overview

For over 29 years, we have been a leader in the stock brokerage industry because of our commitment to innovation, value and service. We are unique because we offer self-directed investors low fees, as well as, the largest nationwide network of local branch offices among online brokerage firms.

In 2008, we earned the J.D. Power and Associates award for "Highest in Investor Satisfaction with Self-Directed Services.

In 2008 and 2009, Fortune Magazine ranked us as one of the "Best Companies to Work for in America.

To learn about who we are, visit us online.

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Job Description

Scottrade, Inc. has a Branch Stock Broker position available in Rochester, NY 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.
 

Job Level: 2-5 Years

Job Overview