Financial Services Representative (Chicago) Job at Solomon Page in Chicago

Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy. 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. 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. 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 URGENT NEED FOR PORTUGUESE AND SPANISH Bachelors or advanced degree is required. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs this specialized approach sets us apart in the industries we serve. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results.