Job Location: St. Louis, MO Office
Familiar with stock trading in the U.S., this Investment Broker is responsible for answering customer inquiries, helping to educate client on a variety of topics including margin rules and regulations, options strategies, order entry, use of the trading platforms in various mediums including phone, chat, e-mail, and social media.
Duties and Responsibilities:
- Provide excellent customer service to all customers and prospects via phone, e-mail, and online chat.
- Execute trades for customers via the phone in an accurate and professional manner.
- Research and resolve trade execution disputes.
- Provide assistance to customers regarding stock quotes, account inquiries, and technical guidance.
- Work in detail with margin accounts, buying power calculations and account balances.
- Provide assistance to customers and prospects regarding the firm, available account types, products, website, trading platforms, and Branch Office information.
- Provide timely and professional responses to customer inquiries, and route or escalate customer inquiry to another department appropriately.
- Assist with management with internal or regulatory audit as requested.
Knowledge & Skills:
- Bachelor’s degree in Finance, Business, or related field, or equivalent combination of education and experience preferred.
- Current Series 7 and Series 63 license required.
- 1+ years customer service experience required
- Excellent verbal and written communication skills both in English and Chinese (Mandarin).
- Excellent customer service skills.
- Ability to handle customer service issues in a professional manner.
- Possess organizational skills and attention to detail.
- Ability to multiple tasks.
- Strong computer skills including a proficient understanding of the internet.
- Basic math skills: ability to calculate commissions and perform margin calculations.
- Knowledge of financial markets and other aspects of the brokerage industry.
- Ability to maintain a high degree of confidentiality.
- Proficiency with Microsoft Word, Excel, and Outlook
