Financial Advisor Services Representative (IL)

  • Competitive
  • Chicago, IL, USA
  • Permanent, Full time
  • Interactive Brokers
  • 29 Apr 17

Financial Advisor Services Representative (IL)

Overview :

Interactive Brokers Group is expanding its Professional Services department at our main call center in Chicago, IL. We are searching for candidates with prior experience in the financial services industry, with interpersonal, communication and technology skills that are FINRA registered. Our aim is to build and maintain long-term customer relationships with independent financial advisors and their clients as we continue to expand our global market access, sophisticated trading tools and product offerings. The Financial Advisor Services Representative will provide support which will encompass all facets of the client experience at IB, including account application assistance, funding support and trade inquiries as well as the configuration and operation of our trading platform, the Trader Workstation.

Responsibilities :


  • Act as liaison to Interactive Broker's top-tier clients, with a focus on financial advisors, striving to provide solutions to inquiries while complying with all policies, practices and procedures.

  • Problem management with focus on wide scale service issues. Core competences include: handling trade-related issues, trade and margin analysis, account management and funding, product (cash market, equities and derivatives) and exchange knowledge (global), technical services, securities regulations.

  • Internal coordinator to various departments such as technical operations and programming, analyzing and escalating issues appropriately.

  • Special projects including the development of new customer service technologies, assessments of existing systems, review and audit projects, etc.



Qualifications :

Education : Bachelor's degree in Finance, Economics, Business Administration or other related field, or equivalent work experience. The candidate must possess general market knowledge in futures, options, and the equities markets.

Experience : 3 years financial industry experience preferred with client services background required

Skills : Strong interpersonal and written communication skills. Must demonstrate excellent analytical and problem resolution skills.

Computer Skills : Working knowledge of PC technologies, including Microsoft Word, Excel, Databases. Programming and/or UNIX experience a plus.

Registrations : FINRA Series 7. Series 55, 63 desirable.

Multi-language skills a plus.