Job Summary

Interactive Brokers ("IB") is expanding its trading issues team at our main retail call center in Chicago, IL. We are searching for experienced client service professionals with a prior background in the financial services industry, who are FINRA registered. The Trade Issues Financial Service Representative is accountable for providing a high level of client service to IB’s existing retail and institutional clients. Our aim is thoroughly to investigate trade inquiries, in particular, but also covers various other areas under the general customer service umbrella. The successful candidate will require strong quantitative analytical skills and excellent oral/written communication skills required

Key responsibilities:

• Problem management with a focus on wide scale service issues. Core competencies include, but are not limited to: trade and margin analysis, a wide range of products (cash market and derivatives) and global exchanges, order types, and transmission and execution inquiries.
• The candidate must possess general market knowledge in futures, options, and equities markets. Previous customer service experience in a financial services or banking operations environment required.
• Investigate customer inquiries regarding trade-related issues (e.g., executions, position liquidations, order trigger conditions, trade cancellation requests, product availability & attributes, order types and routing logic etc.)
• Assistance with trading platform operation and features; analyze and test existing systems and procedures in order to recommend and assist in the implementation enhancements
• 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
• Must demonstrate excellent troubleshooting and problem resolution skills required to bring problems quickly to a resolution.
• Order status, settlement, exercise & assignment, expiration processing, and corporate actions

Requirements

• Experience: 2+ years of financial services experience (e.g., brokerage, banking, trading, exchange, or clearinghouse industry
• Education: Bachelor’s degree in Finance, Economics, Business Administration or other related fields
• Certification: FINRA Series 7, 63 or ability to obtain licenses.
• Computer: Strong PC technologies proficiency preferred; Microsoft Word & Excel