Logo of Huzzle

Financial Services Representative

  • Job
    Entry Level / Graduate
  • 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.


  • 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.


  • 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.


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.

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


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