Client Services Representative - Trade Issue
Client Services Representative - Trade Issue
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Job Description
Company Overview
Interactive Brokers Group Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich CT USA with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades known for our cuttingedge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks options futures currencies bonds and funds to clients in over 200 countries and territories. We serve individual investors and institutions including financial advisors hedge funds and introducing brokers. Our advanced technology competitive pricing and global market help our clients to make the most of their investments.
Barrons has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic multinational team and be a part of a company that simplifies and enhances financial opportunities using stateoftheart technology.
Interactive Brokers fastgrowing online brokerage unit is expanding its Client Services operations. We seek a passionate candidate with strong analytical and client service skills.
Due to the continued expansion of our business activities we have the following exciting opportunity for a motivated professional.
Key Responsibilities:
- Investigation of client inquiries encompassing a broad array of themes including margin analysis position liquidations trade cancellation requests order trigger conditions products and global exchanges order status and inquiries
- Resolve routine and complex client inquiries concerns and complaints via telephone tickets and chats thoroughly and expeditiously utilizing sound judgment with an emphasis on courtesy.
- Familiarize with various proprietary platforms including trading systems and administrative portals to educate clients to align with our selfservice and highly automated business model.
- Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming Clearing Cashiering and Compliance and other service groups worldwide.
- Analysis of existing systems and procedures to recommend and assist in implementing enhancements
- Contribute to the development of client service systems policies and procedures.
Qualifications & Experience:
- Fluent inEnglishwith strong verbal and written communication skills
- University degree/Bachelors in finance economics or related field with a minimum of two years of financial industry experience
- If Fresher MBA or Masters Degree in Finance or a related field. Candidates with trading experience would be preferred.
- Indepth understanding of financial markets margin methodologies platforms exchange operations and regulations
- Excellent product knowledge: Equities Options Futures Options on Futures Fixed income Mutual Funds FX CFDs Crypto
- Strong PC technologies proficiency: Advanced Excel Office Suite Email
- Troubleshooter with a critical thinking mindset passionate about technology and financial markets
- Selfstarter able to handle stress with the ability to work independently as well as part of a team
- NISMcertified Series 7 (Capital markets) and Series 8 (Equity Derivatives) or in the process of obtaining both certifications
Company Benefits & Perks:
- Competitive salary package.
- Performancebased annual bonus cash and stocks.
- Group Medical & Life Insurance.
- Modern offices with free amenities and fully stocked cafeterias.
- Monthly food card and companypaid snacks.
- Hardship/shift allowance with companyprovided pickup & drop facility*
- Attractive employee referral bonus.
- Frequent companysponsored teambuilding events and outings.
* Depending upon the shifts.
**The benefits package is subject to change at the managements discretion.
Required Experience:
Unclear Seniority
Employment Type
Full Time
