Bilingual Trade Issues (Portuguese/English Fluent) Financial Services Representative

1 Month ago • All levels • Localization

Job Summary

Job Description

Interactive Brokers is seeking motivated individuals to join their Financial Services Representative team. Responsibilities include resolving routine and complex client service issues for trading platforms, cash management, account administration, product inquiries, and order processing. The role requires coordinating with various internal and external departments and involves troubleshooting and suggesting technology-based improvements. Candidates should have strong math and technical aptitude, analytical skills, and the ability to explain complex subjects. This is a hybrid role with 3 days in the office and 2 days remote.
Must have:
  • Bachelor's or Advanced Degree
  • Fluency in Portuguese (speaking, reading, writing)
  • Strong verbal and written communication skills
  • In-depth understanding of financial instruments (stocks, options, futures, forex, bonds)
  • Working knowledge of exchange operations and regulations
  • Self-motivated with minimal supervision
  • Superb analytical and problem-solving skills
  • Excellent collaboration and communication skills
  • Outstanding organizational and time management skills
Good to have:
  • Experience in financial services (brokerage, banking, trading, exchange, clearinghouse)
  • Additional language skills
Perks:
  • Competitive salary, annual performance-based bonus, and stock grant
  • 401(k) retirement plan with company match
  • Excellent health and wellness benefits (medical, dental, vision)
  • Company-paid medical healthcare premium
  • Wellness screenings, health coaches, and EAP
  • Paid time off and generous parental leave
  • Daily lunch allowance and stocked kitchen
  • Corporate events (outings, dinners, volunteer activities, sports teams)
  • Education reimbursement and learning opportunities
  • Modern offices with multi-monitor setups

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.

This is a hybrid role (3 days in the office/2 days remote).

We are seeking several motivated individuals to join our Financial Services Representative team. 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.

The successful candidate will be motivated, have strong initiative, analytical and methodical. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.

What will be your responsibilities within IBKR: 

  • Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and an emphasis on courtesy.
  • Client inquiries typically encompass a broad array of themes, including:
    • Operability of IBKR 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 Client Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
  • Client Service is the primary function where calls are predominantly routine but may require deviation from standard screens, scripts, and procedures. The function uses a computerized system for tracking, information gathering, and/or troubleshooting. It requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions.

 Which skills are required:

  • Bachelor's or Advanced Degree 
  • Fluency in Portuguese (speaking, reading, and writing)
  • Experience in financial services (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.
  • Additional language skills are a plus

To be successful in this position, you will have the following:

  • Self-motivated and able to handle tasks with minimal supervision.
  • Superb analytical and problem-solving skills.
  • Excellent collaboration and communication (Verbal and written) skills.
  • Outstanding organizational and time management skills.

Company Benefits & Perks

  • Competitive salary, annual performance-based bonus and stock grant
  • Retirement plan 401(k) with competitive company match
  • Excellent health and wellness benefits, including medical, dental, and vision benefits, and company-paid medical healthcare premium.
  • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
  • Paid time off and a generous parental leave policy
  • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks
  • Corporate events, including team outings, dinners, volunteer activities and company sports teams
  • Education reimbursement and learning opportunities
  • Modern offices with multi-monitor setups

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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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