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Client Services - Research Analyst
Posted on 2/2/2022
INACTIVE
Locations
Chicago, IL, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Customer Service
Management
Research
Requirements
  • Bachelor's or advanced degree in Finance, Law, Economics, Business Administration or other related field
  • Minimum of 2 years financial services industry experience preferred
  • Strong interpersonal, verbal and written communication skills
  • Working knowledge of PC technologies including Microsoft Office applications
Responsibilities
  • Present a resolution for complaints which may relate to a variety of topics such as:
  • Order routing, order status or execution inquiries such as non-execution, delayed or erroneous execution
  • Funding issues such as deposit or withdrawal delays, third party fees on funding and processing of position transfers
  • Statement and tax issues such as dividend reporting, cost basis issues and tax reporting discrepancies or
  • Level of satisfaction with customer service received
  • Ensure complaints are handled n a manner which is both fair and in compliance with the Consumer Protection Code
  • Compose clear and concise summaries of issues which require escalation internally, either to the Programming Department, Senior Management, Legal Department or Compliance Department
  • Compile Management Information and trend analysis for the Compliance Department
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.
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