Manager - Branch Manager Q04 (731)

Scottrade, Inc., one of the nation's fastest-growing brokerage firms, is looking for experienced managers to open new branch offices. If you are customer-service oriented with a minimum of 3 years of discount brokerage experience, please consider joining our team of talented professionals



DUTIES AND RESPONSIBILITIES:

Promote the benefits of Scottrade to prospects and customers.
Execute trades for customers who either walk-in or call over the phone in an accurate and professional manner.
Provide customer service for all aspects of account maintenance.
Keep up with reorg items, margin delinquencies; call customers to inform them of exercises, short option report, misc. debit.
Take lead information from potential customers and discuss the type of account paperwork needed with customer. Open accounts over the phone for qualified market orders.
Handle customer complaints and problems. Work with the compliance department on customer complaints and problems.
Review all branch reports for any problems.
Keep branch statistics and P&L reports and ensure credit and charges are correct.
Approve all paperwork before going to compliance.
Maintain tally sheet/leads database reports/yearly summary.