Financial Services Representative II
Confirmed live in the last 24 hours
Interactive Brokers

1,001-5,000 employees

Global online trading platform for diverse assets
Company Overview
Interactive Brokers Group, a leader in the financial services industry, has a proven track record of technical innovation, demonstrated by its 45-year history of building advanced trading technology. The company's competitive advantage lies in its ability to provide a single unified platform for global trading in multiple asset classes and currencies, backed by robust market data access 24/6. Its strong corporate culture is centered around creating technology to provide liquidity on better terms, competing on price, speed, size, and diversity of global products, which has led to its recognition as Barron's #1 Best Online Broker for six consecutive years.
Fintech

Company Stage

N/A

Total Funding

N/A

Founded

1977

Headquarters

Greenwich, Connecticut

Growth & Insights
Headcount

6 month growth

2%

1 year growth

6%

2 year growth

21%
Locations
Greenwich, CT, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Customer Service
CategoriesNew
Asset Management
Risk Management
Sales & Trading
Finance & Banking
Requirements
  • Bachelor's degree in Finance, Economics, Business Administration or other related field, or equivalent work experience
  • 2+ 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 routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
  • Collaborate with local or international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.