Full-Time

Financial Sales Associate Trainee

Confirmed live in the last 24 hours

Interactive Brokers

Interactive Brokers

1,001-5,000 employees

Online trading platform with low commissions

Fintech
Financial Services

Entry

Greenwich, CT, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
Requirements
  • Intermediate customer service skills
  • Advanced math and analytical abilities
  • Exceptional communication skills
  • Comfortable working as part of a team
  • Ability to be persistent
  • Bachelor's degree in Finance, Economics or Mathematics
  • Affinity with marketing and business
  • Retail sales experience is a plus
  • Strong problem solving and demonstrated analytical skills
  • Excellent attention to detail
  • Strong organizational skills
  • Ability to prioritize a heavy workload under the pressure of completing assignments within time constraints
  • Excellent computer skills and experience using Microsoft Excel and Word and must possess the ability to use these tools to present data clearly and concisely
Responsibilities
  • Acquire the skills involved in taking on new and existing customers
  • Assist customers with purchases
  • Take calls
  • Become the point of contact between the business and its customers
  • Ensure a great overall client experience

Interactive Brokers provides an online trading platform that allows individual traders, investors, and financial advisors to access a variety of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform operates in over 135 markets across 33 countries, enabling users to diversify their investments globally. Interactive Brokers stands out from competitors by offering low commissions and financing rates, ensuring that trading remains affordable. They focus on best execution, aiming to secure the best prices for trades. Unique features include the ability to purchase fractional shares, making high-value stocks accessible to more investors, and the IMPACT app, which helps users align their investments with personal values like sustainability. The goal of Interactive Brokers is to provide a comprehensive and cost-effective trading experience for clients worldwide.

Company Stage

IPO

Total Funding

N/A

Headquarters

Greenwich, Connecticut

Founded

1977

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • IBKR's advanced technology supports superior order execution and competitive pricing.
  • The rise of AI-driven trading tools could enhance IBKR's competitive edge.
  • Growing popularity of fractional share trading aligns with IBKR's accessibility strategy.

What critics are saying

  • Zero-commission platforms like Robinhood may pressure IBKR to reduce commission rates.
  • DeFi platforms offer alternatives, potentially drawing clients away from traditional brokers.
  • Technological advancements in AI trading could outpace IBKR's current offerings.

What makes Interactive Brokers unique

  • IBKR offers low-cost trading solutions with transparent commissions and financing rates.
  • The platform provides direct market access to over 135 markets in 33 countries.
  • IBKR's IMPACT app allows investments aligned 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