Professional Services Representative

6 Months ago • Upto 3 Years • Finance

Job Summary

Job Description

Interactive Brokers seeks a Professional Services Representative to act as a liaison to top-tier clients. Must have excellent analytical and problem-solving skills, along with strong interpersonal and written communication skills. Experience in the financial industry and client services is preferred.
Must have:
  • Client Services
  • Financial Industry
  • Problem Solving
  • Communication Skills
Good to have:
  • Programming
  • UNIX Experience
  • Trade Analysis
  • Margin Analysis
Perks:
  • Competitive Salary
  • Health Benefits

Job Details

Job Description and Responsibilities

  • Act as liaison to Interactive Broker's top-tier clients, including financial  advisers, premium retail customers, financial institutions and hedge funds, striving to provide solutions to inquiries while complying with all policies, practices and procedures.
  • Problem management with focus on wide scale service issues. Core competences include: handling trade-related issues, trade and margin analysis, account management and funding, product (cash market, equities and derivatives) and exchange knowledge (global), technical services, securities regulations.
  • Internal coordinator to various departments such as technical operations and programming, analyzing and escalating issues appropriately.

Qualifications

  • Education: Bachelor's degree in Finance, Economics, Business Administration or other related field, or equivalent work experience.  The candidate must possess general market knowledge in futures, options, and the equities markets.
  • Experience: recently graduate to 3 years financial industry experience preferred with client services background.
  • Skills:  Strong interpersonal and written communication skills. Must demonstrate excellent analytical and problem resolution skills.
  • Computer Skills:  Working knowledge of PC technologies, including Microsoft Word, Excel, Databases.  Programming and/or UNIX experience a plus.
  • Registrations: IBG LLC will sponsor:  FINRA Series 7.

Company Benefits & Perks

  • Competitive salary, annual performance-based bonus and stock grant
  • Retirement plan 401(k) with a competitive company match
  • Excellent health and wellness benefits, including medical, dental, and vision benefits. 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 snack
  • 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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