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Financial Services
Trade Issues
Confirmed live in the last 24 hours
Chicago, IL, USA
Experience Level
Desired Skills
Customer Service
  • 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
  • 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
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