Financial Services Representative II

1 Day ago • 2 Years +

About the job

Summary_{By Outscal}

Interactive Brokers seeks a Financial Services Representative with 2+ years of experience in brokerage, banking, or related fields. Strong communication skills and in-depth knowledge of financial instruments are essential. Must be proficient in resolving complex client service issues and troubleshooting technical issues related to trading platforms.

Job Summary

Interactive Brokers is looking for individuals with a financial services industry background and professional demeanor suitable for interaction with an experienced and active clientele. The ideal candidate will have strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements

Essential Duties and Responsibilities

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

Qualifications

•	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.
•	Multi-language skills an advantage

Requirements

Bachelor's degree in Finance, Economics, Business Administration or other related field, or equivalent work experience
2+ years of financial services experience (e.g., brokerage, banking, trading, exchange, or clearinghouse industry)
Registrations: FINRA Series 7, 63 or ability to obtain licenses.

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