Christopher Marcus Email & Phone Number

St. Louis, MO, US

• Serve as leader, managing a team of 15 licensed analysts, handling complex subject matter for Overlay management for fee-based managed accounts as well as group dynamics including daily management of workloads, KPI’s.
• Provide leadership and management for the Advisory Trading Team
• Communicate proactively and collaborate effectively to build relationships with key stakeholders
• Employ effective delegation and distribution of tasks and assignments to the team to ensure workload is handled effectively
• Identify, create, and implement operational reports and procedures as necessary for compliance and regulatory purposes
• Develop the competencies of each team member through one on ones, feedback, delegation and coaching

St. Louis, MO, US

• Serve as leader, managing a team of 15 licensed analysts, handling complex subject matter for Overlay management for fee-based managed accounts as well as group dynamics including daily management of workloads, KPI’s.
• Provide leadership and management for the Advisory Trading Team
• Communicate proactively and collaborate effectively to build relationships with key stakeholders
• Employ effective delegation and distribution of tasks and assignments to the team to ensure workload is handled effectively
• Identify, create, and implement operational reports and procedures as necessary for compliance and regulatory purposes
• Develop the competencies of each team member through one on ones, feedback, delegation and coaching

• Serve as a leader for client service teams to engage high valued Registered Investment Advisors (RIAs) to become familiar with their respective businesses, determine their specific needs, and provide Scottrade.
• Identify and align the needs of RIAs working with Scottrade to effectively grow their business by educating and consulting on RIA industry practice management.
• Monitor and review RIAs CRM information; including activities, notes, phone calls, and product/service interests. Use CRM to identify RIAs that need a specific product and/or service.
• Effectively receive, retain, and implement directions that impacts processes and procedures.
• Provide information and promote the features and benefits of Scottrade Advisor Services new and existing products.
• Assist RIAs with trade allocation reconciliation and executes individual and block trades for master accounts, as needed.

Saint Louis, MO, US

The main purpose of this position was to provide product and platform support for Scottrade’s most active clients. Key responsibilities included delivering a consistently superior level of service while educating clients on investment strategy, technical analysis and Scottrade’s platforms, uncovering client needs and providing solutions through account.

Saint Louis, MO, US

• This position enabled me to learn and develop the skills needed to enhance the client experience and build client loyalty by delivering a courteous, knowledgeable and professional customer service experience that.
• 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.
• 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.

My internship had allowed me to gain experience in multiple roles as well as develop a solid understanding of the corporate culture at Scottrade.

Bachelor Of Business Administration (Bba), Finance And Financial Management Services

Associate Of Arts (Aa), Business Administration And Management, General