Full-Time

Professional Services Representative

Posted on 3/22/2024

Interactive Brokers

Interactive Brokers

1,001-5,000 employees

Online trading platform with low commissions

No salary listed

Greenwich, CT, USA

In Person

Category
đź’°Finance & Banking (2)
,
Required Skills
Word/Pages/Docs
Linux/Unix
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree in Finance, Economics, Business Administration or other related field, or equivalent work experience
  • General market knowledge in futures, options, and the equities markets
  • Recently graduate to 3 years financial industry experience preferred with client services background
  • Strong interpersonal and written communication skills
  • Excellent analytical and problem resolution skills
  • Working knowledge of PC technologies, including Microsoft Word, Excel, Databases
  • Programming and/or UNIX experience a plus
  • FINRA Series 7 registration will be sponsored by IBG LLC
Responsibilities
  • Act as liaison to Interactive Broker's top-tier clients, including financial advisers, premium retail customers, financial institutions and hedge funds
  • Provide solutions to inquiries while complying with all policies, practices and procedures
  • Problem management with focus on wide scale service issues
  • Handle trade-related issues, trade and margin analysis, account management and funding, product and exchange knowledge
  • Internal coordinator to various departments such as technical operations and programming, analyzing and escalating issues appropriately
Desired Qualifications
  • 2 years of experience in the financial industry preferred

Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and financing rates, allowing clients to trade affordably while ensuring best execution for their trades. Unique features like fractional shares and the IMPACT app enable users to invest in high-value stocks and align their investments with personal values. The company's goal is to deliver a comprehensive trading experience with advanced technology and global market access.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Greenwich, Connecticut

Founded

1977

Simplify Jobs

Simplify's Take

What believers are saying

  • IBKR InvestMentor app attracts and educates younger investors.
  • Fractional shares increase accessibility to high-value stocks for retail investors.
  • Expansion into cryptocurrency trading attracts tech-savvy investors.

What critics are saying

  • Competition from commission-free platforms like Robinhood may pressure IBKR's commission rates.
  • Regulatory scrutiny on cryptocurrency trading poses compliance risks for Interactive Brokers.
  • Expansion into new markets exposes IBKR to geopolitical risks and currency fluctuations.

What makes Interactive Brokers unique

  • Interactive Brokers offers low commissions and financing rates for affordable trading.
  • The platform provides access to over 160 markets in 33 countries.
  • IBKR's IMPACT app aligns investments with personal values like sustainability.

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Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave

Company News

ConnectWeb
Jul 11th, 2025
Interactive Brokers Debuts IBKR InvestMentor - A Free Microlearning App to Educate the Next Generation of Investors

Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, today announced the launch of IBKR InvestMentor, a new mobile microlearning app developed by its wholly owned subsidiary, Interactive Academy LLC.

Liquidity24
Jun 4th, 2025
IB Enhances Cash Protection w/ Insured Bank Deposit Sweep

Interactive Brokers has introduced a major security update for IBKR Pro clients.

Finance Magnates
May 13th, 2025
Interactive Brokers Adds ETF Tracking Dividend-Paying Stocks on Hong Kong Stock Exchange

Interactive Brokers has added a Hong Kong-focused dividend ETF to its no-transaction-fee lineup.

LeapRate
Apr 23rd, 2025
Interactive Brokers Launches Home Savings Account in Canada

Interactive Brokers launches Home Savings Account in Canada.

Liquidity24
Apr 17th, 2025
Transaction History Page to Improve IB Client Portal

Interactive Brokers has rolled out an update to its Client Portal.

INACTIVE