Facebook pixel

Financial Services
Tax Reporting/Retirement Specialist
Confirmed live in the last 24 hours
Chicago, IL, USA
Experience Level
Desired Skills
  • Experience: 2 years in trading or brokerage services, but will consider recent college graduates with solid academic & relative backgrounds
  • Education: Bachelor's Degree required
  • Computer: PC proficiency, Microsoft 365, Comprehensive MS Excel
  • Good quantitative/analytical skills
  • Excellent oral/written communication skills required
  • Knowledge of retirement accounts and tax considerations a plus
  • Strong research, interpersonal and writing skills are required
  • Reviewing and addressing client issues/inquiries via inbound calls, electronic message, mail, and on-line chat
  • Perform tax and IRA related account maintenance transactions, including IRA transfers, IRA distributions, cost basis updates, and dividend tax classifications
  • Maintain current knowledge of trends and developments impacting IRA accounts, and staying abreast of IRS regulations
  • Responsible for troubleshooting escalated customer reported issues. Assists with root cause analysis and resolution as appropriate
  • Escalation of system, partner and customer issues clearly and timely
  • Facilitate resolution of customers' issues by logging and verifying bugs/enhancements, updating customer on problem resolution status, working with development, and assisting in testing fixes
  • Responsibility for providing regular communication to the stakeholders on the status of customer related issues and/or projects using issue management system
  • Provide information to other support representatives to assist with problem resolutions
  • Assist with the continuing development and documentation of internal processes/procedures and creation of content for the Knowledge Database
  • Knowledge of securities regulations impact on customers
  • Lead or participate in other projects or duties as assigned
Interactive Brokers

1,001-5,000 employees

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.
  • 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