Client Services Representative

8 Months ago • 2 Years +

Job Summary

Job Description

Interactive Brokers seeks a Client Services Representative with 2+ years of experience in trading or brokerage services. Must have strong math and technical skills, excellent communication, and proficiency in MS Excel. NCFM/NISM certifications in capital markets, derivatives, and currency derivatives are preferred.
Must have:
  • Trading Experience
  • Brokerage Services
  • MS Excel Skills
  • Communication Skills
Good to have:
  • NCFM/NISM Cert
  • Quantitative Skills
  • Analytical Skills
  • Problem Solving
Perks:
  • Performance Bonus
  • Company Benefits

Job Details

Job Description and Responsibilities:

Interactive Brokers seeks high-level, serious individuals with a financial services industry background and a professional demeanour suitable for interaction with an experienced and active clientele base. 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.

  • Respond to retail and professional clients' inquiries via inbound calls, email and online chat
  • Obtain a thorough knowledge of products offered by IB on various global exchanges
  • Assist clients with opening and funding accounts
  • Show clients how to use different features of the Trader Workstation
  • Explain margin requirements to clients
  • Investigate trade issues and order executions
  • Knowledge of securities regulations impact on customers

Qualifications:

  • Experience: 2 years in trading or brokerage services
  • Education: University degree (Bachelors) required
  • NCFM/NISM certifications in capital markets, derivatives and currency derivatives
  • High level of MS Excel skills required
  • Language skills: Fluent English
  • Good quantitative/analytical skills
  • Excellent oral/written communication skills required

Company Benefits & Perks: 

  • Competitive salary package.
  • Performance based annual bonus (cash and stocks).
  • Group Medical & Life Insurance.
  • Modern offices with free amenities & fully stocked cafeterias.
  • Monthly food card & company paid 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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