Bilingual Investment Broker

Bilingual Investment Broker SogoTrade - 4.5 St. Louis, MO Job Details 15 hours ago Benefits Career development plan Qualifications Computer literacy Series 7 Series 63 Full Job Description Have You Got What It Takes? We Are Looking For Talented Individuals! If you're interested in any of the positions, please contact . Working for SogoTrade Working for SogoTrade, Inc. means working at a leading firm in the exciting online brokerage industry and joining a dedicated group of talented professionals. We Value Our Team At SogoTrade, our associates are important and valuable to us. Nothing is more important than developing the skills and growing the careers of our associates. Our Commitment SogoTrade's commitment to career development means we search internally first and create different career paths so that as SogoTrade, Inc. grows, so will our associates.

Bilingual Investment Broker 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