Client Services Representative - Bilingual (English-Spanish)

  • Competitive
  • West Palm Beach, FL, USA
  • Permanent, Full time
  • Interactive Brokers
  • 25 Jul 17

Client Services Representative - Bilingual (English-Spanish)

Overview :

Interactive Brokers LLC ("IB") is a direct-access electronic trade execution and clearing broker for active traders, institutional investors, financial advisors and introducing brokers. The firm serves more than 400,000 customers in trading securities, commodities and foreign exchange in 23 currencies on over 100 market centers in 24 countries around the world. By building and operating highly automated systems in all aspects of its business IB is able to maintain a low cost base. For example, the firm employs fully automated real-time risk management systems that monitor and control customer positions in equities, options, futures and forex across multiple account types and currencies. The business is in a stage of rapid growth.

IB is registered as both a Broker-Dealer and a Futures Commission Merchant. B is a subsidiary of the publicly traded Interactive Brokers Group, Inc., based in Greenwich, Connecticut (NASDAQ: IBKR). The Group's consolidated capital is in excess of $6.0 billion. In addition to electronic brokerage services, the Group's market maker companies trade in equities and exchange-listed equity derivative products around the world. Interactive Brokers Group, Inc. plays a leading role in trading and brokerage worldwide, executing, clearing, settling and accounting for an average of 1.3 million trades per day. The Group's options volume makes up approximately 6.5% of listed equity options worldwide.
[i] Figures as of September 30, 2016. Information on the company can be found at www.interactivebrokers.com

Interactive Brokers seeks high-level, serious individuals with the financial services industry background and professional demeanor suitable for interaction with an experienced and active clientele base. 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.

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. Contribute to the development of client service systems, policies and procedures.


Qualifications :

  • Bachelor's or advanced degree is required.
  • Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse).
  • 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.
  • Registrations: FINRA Series 7, 63 or ability to obtain licenses.
  • Fluency in English and Spanish required.