Professional Services Representative

Confirmed live in the last 24 hours

Locations

Greenwich, CT, USA

Experience Level

Entry

Junior

Mid

Senior

Expert

Requirements

Education: Bachelor's degree in Finance, Economics, Business Administration or other related field, or equivalent work experience. The candidate must possess general market knowledge in futures, options, and the equities markets
Experience: recently graduate to 3 years financial industry experience preferred with client services background
Skills: Strong interpersonal and written communication skills. Must demonstrate excellent analytical and problem resolution skills
Computer Skills: Working knowledge of PC technologies, including Microsoft Word, Excel, Databases. Programming and/or UNIX experience a plus
Registrations: IBG LLC will sponsor: FINRA Series 7

Responsibilities

Act as liaison to Interactive Broker's top-tier clients, including financial advisers, premium retail customers, financial institutions and hedge funds, striving to provide solutions to inquiries while complying with all policies, practices and procedures
Problem management with focus on wide scale service issues. Core competences include: handling trade-related issues, trade and margin analysis, account management and funding, product (cash market, equities and derivatives) and exchange knowledge (global), technical services, securities regulations
Internal coordinator to various departments such as technical operations and programming, analyzing and escalating issues appropriately

Job Description and Responsibilities

Act as liaison to Interactive Broker’s top-tier clients, including financial advisers, premium retail customers, financial institutions and hedge funds, striving to provide solutions to inquiries while complying with all policies, practices and procedures.
Problem management with focus on wide scale service issues. Core competences include: handling trade-related issues, trade and margin analysis, account management and funding, product (cash market, equities and derivatives) and exchange knowledge (global), technical services, securities regulations.
Internal coordinator to various departments such as technical operations and programming, analyzing and escalating issues appropriately.

Qualifications

Education: Bachelor’s degree in Finance, Economics, Business Administration or other related field, or equivalent work experience. The candidate must possess general market knowledge in futures, options, and the equities markets.
Experience: recently graduate to 3 years financial industry experience preferred with client services background.
Skills: Strong interpersonal and written communication skills. Must demonstrate excellent analytical and problem resolution skills.
Computer Skills: Working knowledge of PC technologies, including Microsoft Word, Excel, Databases. Programming and/or UNIX experience a plus.
Registrations: IBG LLC will sponsor: FINRA Series 7.

Company Benefits & Perks

Competitive salary, annual performance-based bonus and stock grant
Retirement plan 401(k)with company match
Excellent health and welfare benefits including medical, dental, and vision benefits
Wellness screenings and assessments, health coaches and counseling services through Employee Assistance Program (EAP)
Paid time off and a generous parental leave policy
Daily company paid lunch and a fully stocked kitchen with healthy options for breakfast and snack
Corporate events including team outings, dinners, volunteer activities and company sports teams
Education reimbursement and learning opportunities with Udemy
Modern offices with multi-monitor setups

Company Overview

Interactive Brokers LLC, a subsidiary of Interactive Brokers Group, Inc. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.

Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.

IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.

Click the link to view a short video with a few words from current Interactive Brokers employees: https://www.interactivebrokers.com/en/index.php?f=31899

1,001-5,000 employees

Website

Multinational brokerage firm

Company Overview

IBKR is on a mission to transform how millions of people trade around the globe. The company operates the largest electronic trading platform in the US by number of daily active users.

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