Professional Services Representative
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
6 skills required
Job Details
Job Description and Responsibilities
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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.
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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.
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Internal coordinator to various departments such as technical operations and programming, analyzing and escalating issues appropriately.
Qualifications
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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.
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Experience: recently graduate to 3 years financial industry experience preferred with client services background.
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Skills: Strong interpersonal and written communication skills. Must demonstrate excellent analytical and problem resolution skills.
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Computer Skills: Working knowledge of PC technologies, including Microsoft Word, Excel, Databases. Programming and/or UNIX experience a plus.
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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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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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