Financial Service Representative Level 1

Scottrade, Inc., a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome barriers to financial success. Founded in 1980, Scottrade pairs its large nationwide branch network with advanced online products and services to help clients gain insight into the market and react quickly to trading opportunities.

The main purpose of this position is to enhance the client experience and build client loyalty by delivering a courteous, knowledgeable and professional customer service experience that encompasses Scottrade’s core values. This position requires sound brokerage industry knowledge that helps clients remove barriers to financial success by providing education and support around investment products, services and industry regulations.

* Provide excellent customer service to all customers and prospects via phone, e-mail, social media and chat to achieve client satisfaction and meet measurable department goals. * Resolve client issues and assist them to understand Scottrade’s platforms, investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs, money markets, margin loans and Scottrade’s Banking products. * Educate clients on brokerage industry to assist with their investment needs. * Engage clients in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools. * Research, educate and support trading for Scottrade clients in a timely manner and accurately enter client trades. * Work in detail with margin accounts, buying power calculations and account balances. * Follow established guidelines for client accommodations to strengthen client relationships. * Effectively utilize Client Relationship Management (CRM) tool to record and inform branch offices of potential new assets and product opportunities that require follow up. * Act as a branch liaison when appropriate. * Assist with the orientation and training of new Service Center associates. * Perform other duties as assigned.

**Knowledge, Skills And Abilities Required:** * Ability to work within a structured schedule and a variety of shifts, which may include market (M-F daytime) hours, late nights, early mornings, and/or weekends as pre-determined by business need. * Ability to meet state registration requirements and become registered in necessary states in order to conduct business. * Demonstrated passion for customer service and the financial markets with strong client-focus and ability to provide a superior level of service. * Ability to use active listening skills or attend to non-verbal cues to better understand the client’s needs and motivations; ability to empathize with others' needs and respond sensitively; ability to use good judgment to respond to objectives successfully. * Proven analytical skills and attention to detail. * Strong work ethic with high level of integrity and ethics. * Collaborative and relational work style with proven success in a team environment. * Demonstrated communication and interpersonal skills, especially the ability to listen and explain complicated subjects. * Strong written and verbal communication skills. * Ability to use basic math skills including addition, subtraction, multiplication and division, along with intermediate data entry/typing skills in an office or service center environment. * Ability to navigate through 4-5 software systems simultaneously. * Ability to work overtime when necessary based on seasonal changes in business volume. * Intermediate level proficiency with Windows Operating Systems and Microsoft Word, Excel, PowerPoint and Outlook. * Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude. **Physical Activites & 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, etc). **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 equivalent combination of education and experience preferred. * 1+ years financial services industry and customer service experience required. * 1+ years contact center experience preferred. **License & Certification Requirement(s):** Clean U4 securities record required - FINRA, Series 63 required - FINRA, Series 7 required - FINRA