Interactive Brokers Group, Inc.
Financial Services Representative Chicago, IL
Interactive Brokers Group, Inc., Hartford, Connecticut, United States
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.
Barron's 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.
Job Summary
We are seeking several professional individuals to join our Client Services Department. 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 candidates will be motivated, have strong initiative, analytical and methodical. We offer you a position that will both challenge and reward you. 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. Coordinate activities with other local and 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 position (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 or advanced degree is required. POSITIONS AVAILABLE in Chicago, IL, Fort Lauderdale, FL, and Greenwich, CT !!!! 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. Apply for this job
* indicates a required field First Name * Last Name * Email * Phone * Location (City) * Resume/CV * Accepted file types: pdf, doc, docx, txt, rtf Education Degree Select... Do you now, or will you in the future, need sponsorship from an employer in order to obtain, extend or renew your authorization to work in the United States? Please note: if you are on F-1 Optional Practical Training (OPT) answer YES. We will review your individual case if selected for a position. * Are you currently gainfully employed? * Pronouns (Optional) Select... Are you looking for remote only or are you willing to work in a hybrid environment? Select option below. * The Client Services Department at Interactive Brokers will consider a language skill as an advantage. Select the language you can fluently speak, read, and write (select all that apply) * If applicable provide "other" language: Are you currently subject to any employment agreement with another company that includes a non-compete, non-solicitation or related post-employment obligations? * Select which FINRA Series you have: ( select all that apply) * Where did you learn of this position? * If you selected Employee Referral, College/University, or Other Please type details: Please provide current/last employer name: * For fresh graduates please mention 'NA'. LinkedIn Profile I certify that all information I have provided in order to apply and secure employment with this employer is true, complete and correct. I understand that any information provided by me that is found to be false, incomplete or misrepresented in any aspect, will be sufficient cause to (i) eliminate me from further consideration for employment, or (ii) may result in my immediate discharge from the employer's service, whenever it is discovered. * Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Interactive Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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We are seeking several professional individuals to join our Client Services Department. 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 candidates will be motivated, have strong initiative, analytical and methodical. We offer you a position that will both challenge and reward you. 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. Coordinate activities with other local and 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 position (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 or advanced degree is required. POSITIONS AVAILABLE in Chicago, IL, Fort Lauderdale, FL, and Greenwich, CT !!!! 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. Apply for this job
* indicates a required field First Name * Last Name * Email * Phone * Location (City) * Resume/CV * Accepted file types: pdf, doc, docx, txt, rtf Education Degree Select... Do you now, or will you in the future, need sponsorship from an employer in order to obtain, extend or renew your authorization to work in the United States? Please note: if you are on F-1 Optional Practical Training (OPT) answer YES. We will review your individual case if selected for a position. * Are you currently gainfully employed? * Pronouns (Optional) Select... Are you looking for remote only or are you willing to work in a hybrid environment? Select option below. * The Client Services Department at Interactive Brokers will consider a language skill as an advantage. Select the language you can fluently speak, read, and write (select all that apply) * If applicable provide "other" language: Are you currently subject to any employment agreement with another company that includes a non-compete, non-solicitation or related post-employment obligations? * Select which FINRA Series you have: ( select all that apply) * Where did you learn of this position? * If you selected Employee Referral, College/University, or Other Please type details: Please provide current/last employer name: * For fresh graduates please mention 'NA'. LinkedIn Profile I certify that all information I have provided in order to apply and secure employment with this employer is true, complete and correct. I understand that any information provided by me that is found to be false, incomplete or misrepresented in any aspect, will be sufficient cause to (i) eliminate me from further consideration for employment, or (ii) may result in my immediate discharge from the employer's service, whenever it is discovered. * Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Interactive Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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