Bilingual (Mandarin) Financial Service Representative Trainee

Location
St. Louis, Missouri
Posted
September 11 2017
Ref
R0002860
Industry
Securities

JOB DESCRIPTION


The main purpose of this position is to answer customer calls and provide basic information to Scottrade Asia Pacific customers while training to become a licensed stockbroker.

ESSENTIAL FUNCTIONS:

  • Provide excellent customer service in a professional manner for both Chinese and English speaking customers.
  • Provide assistance to existing Scottrade customers with quotes, non-licensed required account inquiries and online/technical guidance.
  • Field questions from potential customers regarding Scottrade accounts, services, products, fees, website, and branch offices.
  • Review customer emails, and write timely, professional responses to inquiries, or route emails to appropriate department for review and response (Technical Desk, Compliance, Supervisor, Marketing, etc.).
  • Respond to customer inquiries via instant messenger promptly.
  • Assist Asia Pacific international accounts in lead follow-ups, welcome calls to new Scottrade customers, initial deposits, and international new account paperwork processing.
  • Assist in international account maintenance, including fund deposits and withdrawals, margin applications, stock certificate deposits, account transfers, and other account maintenance issues.
  • Provided assistance to branches by answering the calls routed from the branches.
  • Assist with orientation and training of new associates or interns.
  • Perform other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Ability to speak, read, and write in both English and Chinese (Mandarin and/or Cantonese).
  • Quick and accurate typing skills: both English and Chinese (Mandarin and/or Cantonese).
  • Excellent customer service skills and ability to multi-task.
  • Excellent verbal and written communication skills.
  • Ability to maintain a high degree of confidentiality.
  • Ability to write simple business correspondence, such as emails and memos to external customers.
  • Ability to effectively present information and respond to questions from the general public.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
  • Basic level proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and Internet Explorer.
  • Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

MINIMUM EDUCATION & EXPERIENCE:

  • Associate's Degree in Finance, Business, or a related field, or equivalent combination of experience and education preferred. 
  • 1+ years customer service experience required.

LICENSE & CERTIFICATION REQUIREMENT(S)

Clean U4 securities record required - FINRA, Series 63 required or ability to obtain within 3 months of assuming position - FINRA, Series 7 required or ability to obtain within 3 months of assuming position - FINRA

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