Client Service Specialist - New Accounts

  • Competitive
  • Chicago, IL, USA
  • Permanent, Full time
  • Interactive Brokers
  • 25 Jun 17

Client Service Specialist - New Accounts

Overview :

Interactive Brokers ("IB") is the largest U.S. broker, measured by trades, offering direct-access electronic trade execution and clearing for active traders, institutional investors, financial advisors and introducing brokers. IB serves more than 370 thousand customers in trading securities, commodities and foreign exchange in 23 currencies on over 100 market centers in 24 countries around the world. The firm leverages highly automated systems it builds for all aspects of its business to maintain a low cost base as the business expands. The business is in a stage of rapid growth.

IB is a subsidiary of the publicly traded Interactive Brokers Group, Inc., based in Greenwich, Connecticut (NASDAQ: IBKR). IBKR's market capitalization is in excess of $15 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 plays an important role in trading and brokerage worldwide; executing, clearing, settling and accounting for over one million trades per day. The Group's options volume makes up approximately 9% of all listed equity options worldwide. [i]

The Client Service Specialist's primary role is to assist potential and existing clients with the application process, answer general questions about services Interactive Brokers offers, demonstrate and express a positive attitude when speaking to callers.

Responsibilities :

  • Assist High Net Worth, Retail, and Institutional clients with application issues.
  • Respond to inbound customer calls in a professional manner and addressing customer issues.
  • Provide customers timely and accurate information reflecting a positive and customer oriented image of the organization.
  • Maintain a courteous and pleasant demeanor while speaking with customers.
  • Handle multiple tasks.
  • Adapt to the needs of the individual caller.
  • Offers alternatives and options to satisfy customer concerns.
  • Researches and resolves a wide variety of customer questions/issues.


Qualifications :

  • Education: Bachelor's degree required.
  • Experience: Minimum 2 years in Customer and/or Financial Service.
  • Registrations: FINRA Series 7 and 63 a plus. (if you do not have but are willing to obtain we will sponsor)
  • Outstanding written and oral communication skills.
  • Basic understanding of brokerage regulations and rules that govern client accounts.
  • Demonstrates experience in handling client concerns and issues with tact and diplomacy.
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.


[i] Figures as of September 30, 2016. Information on the company can be found at: www.interactivebrokers.com