Professional Services Representative

5 Days ago • Upto 3 Years

About the job

Summary_{By Outscal}

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.

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