Interactive Brokers (IB) is expanding its trading issues department 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 Client 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
Company Benefits & Perks
Competitive salary, annual performance-based bonus and stock grant
Retirement plan 401(k) with competitive company match
Excellent health and welfare benefits including medical, dental, and vision benefits
Wellness screenings and assessments, health coaches and counseling services through Employee Assistance Program (EAP)
Paid time off and a generous parental leave policy
Daily company paid lunch and a fully stocked kitchen with healthy options for breakfast and snack
Corporate events including team outings, dinners, volunteer activities and company sports teams
Education reimbursement and learning opportunities
Modern offices with sit/stand desks and multi-monitor setups
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Company Overview
Interactive Brokers (IBKR), a subsidiary of publicly-traded Interactive Brokers Group, Inc., based in Greenwich, Connecticut (NASDAQ: IBKR) is a low-cost provider of trade execution and clearing services for active traders, institutional investors, financial advisors and introducing brokers. IBKR’s premier technology provides electronic access to stocks, options, futures, forex, bonds, and funds worldwide from a single IBKR Integrated Investment account. IBKR is one of the largest online brokers by trade volume and is consistently ranked at the top of its field.
Our employees are part of a dynamic, multinational, fast-paced, results-oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools.
Our headquarters are in Greenwich, CT, USA. IBKR has offices in the United States, Australia, Canada, China, Estonia, Hong Kong, Hungary, India, Ireland, Japan, Russia, Singapore, Switzerland and United Kingdom.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.
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