Client Services Representative – Key Account Services

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

Client Services Representative – Key Account Services

Overview :

Company Background:

Interactive Brokers Group, Inc. (NASDAQ: IBKR) is an automated electronic broker and market maker in equities, options, futures, bonds and foreign exchange around the world. With over $15 billion in market capitalization, IBKR trades 9% of the listed equity options volume worldwide, executing, clearing, settling and accounting for over one million trades per day. The Company's brokerage operations are conducted by its Interactive Brokers subsidiaries and its proprietary market-making operations are conducted by its Timber Hill subsidiaries. IBKR employs approximately 1,200 people and is based in Greenwich, Connecticut. [1]

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.

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. As a Key Account Services Representative, you will be dealing primarily with our high level, individual clients. 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 :

  • 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.
  • 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 fees


Qualifications :

  • Bachelor's or advanced degree
  • Minimum 3 years 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
  • Computer: proficiency with Windows operating system and various MS applications (Word/Excel).
    • UNIX, web development, or database familiarity helpful but not required.
  • Must be very adept in using the internet for information collection.
  • Bloomberg, Reuters or similar data application experience required at an intermediate or higher level
  • Registrations: FINRA Series 7, 63 or ability to obtain licenses.
  • Multi-language skills a plus.


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