Financial Services Representative III @ Interactive Brokers

INACTIVE

Full-Time

Financial Services Representative III

Posted on 8/18/2023

Interactive Brokers

1,001-5,000 employees

Comprehensive trading platform with global products

Fintech

Mid

Chicago, IL, USA

Required Skills

Customer Service

Requirements

Bachelor's degree in Finance, Economics, Business Administration or other related field, or equivalent work experience
4+ years of financial services experience (e.g., brokerage, banking, trading, exchange, or clearinghouse industry)
Registrations: FINRA Series 7, 63 or ability to obtain licenses.

Responsibilities

Resolve complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
Client inquiries typically encompass a broad array of themes including: Operability of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions. Margin calculations; Commission structure, interest, and fee.
Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
Respond to inquiries, concerns, and complaints from existing and prospective customers via telephone, e-mail, and online chat to achieve a solution that is mutually satisfactory while complying with policies, practices, and procedures.

Desired Qualifications

Multi-language skills an advantage

Job Summary

Interactive Brokers is looking for experienced individuals with a financial services industry background and professional demeanor suitable for interaction with an experienced and active clientele. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements

Essential Duties and Responsibilities

•	Resolve complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
•	Client inquiries typically encompass a broad array of themes including: Operability of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions. Margin calculations; Commission structure, interest, and fee.
•	Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
•	Respond to inquiries, concerns, and complaints from existing and prospective customers via telephone, e-mail, and online chat to achieve a solution that is mutually satisfactory while complying with policies, practices, and procedures.

Qualifications

•	Experience in financial services (e.g., brokerage, banking, trading, exchange, or clearinghouse)
•	Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat.
•	In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, and fixed income.
•	Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies.
•	Multi-language skills an advantage

Requirements

Bachelor’s degree in Finance, Economics, Business Administration or other related field, or equivalent work experience
4+ years of financial services experience (e.g., brokerage, banking, trading, exchange, or clearinghouse industry)
Registrations: FINRA Series 7, 63 or ability to obtain licenses.

Company Benefits & Perks

Competitive salary, annual performance-based bonus and stock grant
Retirement plan 401(k) with competitive 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 lunch allowance provided 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
Modern offices with multi-monitor setups

#LI-NB1

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

Interactive Brokers

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View Company Profile

Interactive Brokers LLC provides its employees with a robust and technologically advanced platform, ideal for those passionate about trading and financial markets. With over 45 years of experience in trading technology, the company maintains a competitive edge in liquidity and global product offerings. This established leader in the trading industry offers a dynamic work environment focused on continuous innovation and excellence in financial services.

Company Stage

IPO

Total Funding

N/A

Headquarters

Greenwich, Connecticut

Founded

1977

Growth & Insights

Headcount

6 month growth

↑ 3%

1 year growth

↑ 4%

2 year growth

↑ 20%

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

INACTIVE