Solomon Page
Financial Services Representative (Chicago)
Solomon Page, Chicago, Illinois, United States, 60290
Our client, Interactive Brokers, is looking for a recent graduate who is interested in the financial services space. To be a qualified candidate you must have a degree in Finance, Business, Accounting or an equivalent degree. As well as a prior internship(s) in the financial vertical, and licenses such as an SIE, Series 7, or Series 63. If you are a qualified candidate please apply and reach out.
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.
Required 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 URGENT NEED FOR PORTUGUESE AND SPANISH Bachelors or advanced degree is required.
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.
Required 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 URGENT NEED FOR PORTUGUESE AND SPANISH Bachelors or advanced degree is required.