Bilingual Trade Issues Associate (SpanishEnglish Fluent)
Fort Lauderdale, FL - USA
Job Summary
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 cutting-edge 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 multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
This is a hybrid role (4 days in the office/1 day remote).
We are seeking several motivated individuals to join our Financial Services Representative team. The ideal candidate will have a strong math and technical aptitude the ability to troubleshoot and explain complex subjects and the capacity to identify opportunities for technology-based improvements.
The successful candidate will be motivated have strong initiative analytical and methodical. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.
What will be your responsibilities within IBKR:
- Resolve routine and complex client service issues thoroughly and expeditiously utilizing sound judgment and an emphasis on courtesy.
- Client inquiries typically encompass a broad array of themes including:
- Operability of IBKR 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.
- Coordinate activities with other local and international Client Service divisions and interaction with external departments such as Programming Clearing Cashiering and Compliance on common issues.
- Client Service is the primary function where calls are predominantly routine but may require deviation from standard screens scripts and procedures. The function uses a computerized system for tracking information gathering and/or troubleshooting. It requires general knowledge of the organization products and/or services to assess needs and suggest solutions.
Which skills are required:
- Bachelors or Advanced Degree
- Fluency in Spanish (speaking reading and writing)
- 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.
- Additional language skills are a plus
To be successful in this position you will have the following:
- Self-motivated and able to handle tasks with minimal supervision.
- Superb analytical and problem-solving skills.
- Excellent collaboration and communication (Verbal and written) skills.
- Outstanding organizational and time management skills.
Company Benefits & Perks
- Competitive salary annual performance-based bonus and stock grant
- This position is eligible for overtime pay
- Retirement plan 401(k) with competitive company match
- Excellent health and wellness benefits including medical dental and vision benefits and company-paid medical healthcare premium.
- Wellness screenings and assessments health coaches and counseling services through an Employee Assistance Program (EAP)
- Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snacks
- Corporate events including team outings dinners volunteer activities and company sports teams
- Education reimbursement and learning opportunities
Required Experience:
IC
Key Skills
About Company
Leading online trading solutions for traders, investors and advisors, with direct global access to stocks, options, futures, currencies, bonds and funds. Transparent, low commissions and financing rates and support for best execution.