Job Summary
We are seeking several motivated individuals to join our Institutional Services groups. The ideal candidates have strong math and technical aptitude, can troubleshoot and explain complex subjects, and identify opportunities for technology-based improvements.
The successful candidate will be motivated, have strong initiative, and be analytical and methodical. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.
Essential Duties and Responsibilities
- Resolve routine to complex client service issues thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy.
- Client inquiries typically encompass a broad array of themes, including:
- Operability of desktop, web and mobile trade execution platforms, including trading modules, analytical tools, order types and routing logic
- Cash deposit and withdrawal activity, position transfers, and account administrative functions
- Product availability and attributes, and exchange, clearing and depository functions
- Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions
- Margin calculations, commission structure, interest and fees
- Coordinate activities with other local and international Client Service teams and interact with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
- Use a computerized system for tracking, information gathering, and/or troubleshooting client requests.
- Develop a general knowledge of the firm, its products and services to assess needs and suggest solutions.
Qualifications
- Experience in a financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) is 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 financial instruments such as 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 URGENT NEED FOR PORTUGUESE AND SPANISH
Requirements
- Bachelor’s or advanced degree is required.
Company Benefits & Perks
- Competitive salary, annual performance-based bonus and stock grant
- Retirement plan 401(k) with a competitive company match
- Excellent health and welfare benefits, including medical, dental, and vision benefits
- 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 paid lunch 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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Company Overview
Interactive Brokers LLC, a subsidiary of Interactive Brokers Group, Inc. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.
Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.
Click the link to view a short video with a few words from current Interactive Brokers employees: https://www.interactivebrokers.com/en/index.php?f=31899