Client Services Representative - Key Account Services
Job Description and Responsibilities
Interactive Brokers LLC, is searching for a candidate with prior experience in the financial services industry, extraordinary attention to detail, and strong communication skills for our Chicago, IL location.
A Client Services Representative in the Key Accounts Group will coordinate activities with other local and international Customer Service teams and contribute to the development of client service systems, policies and procedures. THe ideal candidate will have the ability to 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:
- Operations 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
- Education: Bachelor's or advanced degree
- Working Experience: Minimum of 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). Any 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.
Interactive Brokers LLC, a subsidiary of publicly-traded Interactive Brokers Group, Inc., based in Greenwich, Connecticut (NASDAQ: IBKR) is a low-cost provider of trade execution and clearing services for active traders, institutional investors, financial advisors and introducing brokers. IBKR's premier technology provides electronic access to stocks, options, futures, forex, bonds, and funds worldwide from a single IBKR Integrated Investment account. IBKR is one of the largest online brokers by trade volume and is consistently ranked at the top of its field.
Our employees are part of a dynamic, multinational, fast-paced, results-oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools.
Our headquarters are in Greenwich, CT, USA. IBKR has offices in the United States, Canada, the United Kingdom, Switzerland, Hungary, Estonia, Russia, India, Hong Kong, China, Japan and Australia.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.
Click HERE to view a short video with a few words from current Interactive Brokers employees. (if hyperlink is deactivated please copy https://www.interactivebrokers.com/en/index.php?f=31899 to your browser)
For more information, please visit www.ibkr.com/info