Financial Services Representative

Interactive Brokers

2mo ago

Job
Full-time
Entry Level
Banking & Finance
Chicago
Quick Apply

AI generated summary

You need strong communication, financial instrument knowledge, exchange operation understanding, and at least a Bachelor's degree to excel as our Financial Services Representative. Language skills are a bonus.
You will resolve client issues related to trading platforms, account functions, products, and more. Coordinate with internal and external departments for solutions. Provide excellent customer service.

Requirements

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.
Multi-language skills an advantage
Bachelor’s or advanced degree is required.

Responsibilities

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.
Customer service is the primary function where calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions.

FAQs

What qualifications are necessary for this Financial Services Representative role?

The ideal candidate should 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.

What skills are important for success in this position?

Strong initiative, analytical skills, and a methodical approach are important for success in this position.

What can I expect in terms of challenges and rewards in this role?

This position will challenge you to troubleshoot and explain complex subjects while also offering rewarding opportunities for technology-based improvements.

How can I apply for this position?

To apply for this position, please submit your online application for review by our hiring team.

Interactive Brokers

The Professional’s Gateway to the World’s Markets.

Finance

Industry

1001-5000

Employees

Mission & Purpose

Rated #1 Best Online Broker in 2023 for 6 consecutive years by Barron's. Interactive Brokers Group (Nasdaq: IBKR) and its predecessor companies have been building trading technology for over 45 years. Interactive Brokers Group’s consolidated equity capital exceeds $10 billion. Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools. Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com