Copy of Client Services Representative III

Profile

Job Summary
Interactive Brokers
is looking for experienced individuals with a 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
Essential Duties and Responsibilities
Resolve 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.
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.
Qualifications
Experience in financial services call center (e.g., brokerage, banking, trading, exchange, or clearinghouse)
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
Requirements
Bachelor's degree in Finance, Economics
, Business Administration or other related field, or equivalent work experience
4 years
of financial services experience (e.g., brokerage
, banking, trading
, exchange, or clearinghouse
industry)
Registrations: FINRA Series 7
, 63 or ability to obtain licenses.
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 **MEMBERS ONLY**SIGN UP NOW***., 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.
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