Associate - Dispute Resolution

1 Month ago • 3 Years +

Job Summary

Job Description

Interactive Brokers is seeking an Associate for Dispute Resolution to investigate and resolve client and regulatory complaints. This role involves using in-house tools and external sources like Bloomberg to address issues related to order routing, funding, statements, and client service. The associate will also compose summaries for internal escalation and provide research for the Legal and Compliance team. A strong understanding of financial markets, particularly futures, options, and equities, is required. Previous client service experience in financial services or banking operations is preferred. The ideal candidate will possess excellent communication skills and working knowledge of PC technologies.
Must have:
  • 3+ years of financial services experience
  • Investigate and resolve client complaints
  • Research for Legal and Compliance
  • Strong communication skills
  • Proficiency in MS Word & Excel
Good to have:
  • Previous client service experience
  • Familiarity with Bloomberg
  • Knowledge of futures, options, and equities markets
Perks:
  • Competitive salary
  • Performance-based bonus
  • Hybrid working model
  • Group Medical & Life Insurance
  • Modern offices with free amenities
  • Stock options
  • Food card & snacks
  • Shift allowance
  • Employee referral bonus
  • Team-building events

Job Details

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Position Details:  

Interactive Brokers is looking for an individual to research client and regulatory complaints using both in-house tools and external sources, such as Bloomberg, to resolve client issues in a written manner that is professional and compliant with internal policies, practices, and procedures.

The candidate should possess general market knowledge in futures, options, and the equities markets. Previous client service experience in a financial services or banking operations environment is preferred.

Key Responsibilities:

  • Investigate and present a resolution for complaints that may relate to a variety of topics, such as:
  • Order routing, order status, or execution inquiries, such as non-execution, delayed, or erroneous execution.
  • Funding issues, such as deposit or withdrawal delays, third-party fees on funding, and the processing of position transfers
  • Statement and tax issues such as dividend reporting, cost basis issues and tax reporting discrepancies
  • Level of satisfaction with client service received.
  • Compose clear and concise summaries of issues requiring internal escalation to the relevant department.
  • Provide research for IBKR's Legal and Compliance team in response to claims submitted to local regulators.

Qualifications:

  • Bachelor's or advanced degree in Finance, Economics, Business Administration, or other related field. Or equivalent work experience
  • Minimum of 3 years of financial services industry experience; experience handling client complaints preferred
  • Fluency in English and any additional language is a plus.
  • Strong interpersonal, verbal, and written communication skills
  • Working knowledge of PC technologies, including Microsoft Word & Excel 

Company Benefits & Perks: 

  • Competitive salary package.
  • Performance-based annual bonus (cash and stocks)
  • Hybrid working model (3 days office/week)
  • Group Medical & Life Insurance
  • Modern offices with free amenities & fully stocked cafeterias
  • Monthly food card & company-provided snacks
  • Hardship/shift allowance with company-provided pickup & drop facility*
  • Attractive employee referral bonus
  • Frequent company-sponsored team-building events and outings

* Depending upon the shifts.

**The benefits package is subject to change at the management's discretion.

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About The Company

Interactive Brokers Group, Inc. (NASDAQ: "IBKR") is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisers, and introducing brokers. For over 40 years, Interactive Brokers has been the pioneer of the electronic trading revolution. We rapidly scaled from a small U.S. options market-maker into a sizable global trading firm by leveraging the power of technology and automation. We are committed to delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost.

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