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Client Services Representative

IBG LLC

Client Services Representative

Chicago, IL
Full Time
Paid
  • Responsibilities

    Job Description

    INTERACTIVE BROKERS LLC seeks high-level, serious individuals with the financial services industry background and professional demeanor suitable for interaction with an experienced and active clientele. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.

    • Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.  Client inquiries typically encompass a broad array of themes including:

    • Operability of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions.

    • Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions.

    • Margin calculations; Commission structure, interest, and fee.

    • Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies, and procedures.

    *****ENTRY-LEVEL, MID-LEVEL, AND SENIOR REPRESENTATIVE POSITIONS AVAILABLE!!!!

    QUALIFICATIONS:

    • Bachelor's or advanced degree is required.
    • Experience in financial services position (E.G., BROKERAGE, BANKING, TRADING, EXCHANGE, OR CLEARINGHOUSE) preferred but not required.
    • Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat.
    • In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, and fixed income.
    • Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies. 
    • REGISTRATIONS: FINRA SERIES 7, 63 OR ABILITY TO OBTAIN LICENSES.
    • Multi-language skills an advantage

    COMPANY PERKS:

    • Competitive salary, annual performance-based bonuses, and annual stock grants.
    • Daily company paid lunch.
    • 401k with company match.
    • Excellent medical, dental, and vision benefits.
    • Newly renovated offices with sit/stand desks and multi-monitor setups.
    • Education reimbursement and learning opportunities.

     

    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, Luxembourg,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.

    Click HERE to view a short video with a few words from current Interactive Brokers employees.

    (If the hyperlink is not active, copy and paste the following URL in your browser: https://www.interactivebrokers.com/en/index.php?f=31899) For more information, please visit www.ibkr.com/info