Bilingual Trade Issues (Spanish/English Fluent) at Interactive Brokers

Fort Lauderdale, Florida, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BrokerageIndustries

Requirements

Bachelor's or Advanced Degree
Fluency in Spanish (speaking, reading, and writing)
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
Experience in financial services (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required
Additional language skills are a plus
Self-motivated and able to handle tasks with minimal supervision
Superb analytical and problem-solving skills
Excellent collaboration and communication (verbal and written) skills
Outstanding organizational and time management skills
Strong math and technical aptitude
Ability to troubleshoot and explain complex subjects
Capacity to identify opportunities for technology-based improvements
Motivated, with strong initiative, analytical and methodical approach

Responsibilities

Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and an emphasis on courtesy
Handle client inquiries on topics including: operability of IBKR 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 Client Service divisions
Interact with external departments such as Programming, Clearing, Cashiering and Compliance on common issues

Skills

Key technologies and capabilities for this role

Bilingual Spanish EnglishTroubleshootingCustomer ServiceTrading PlatformsTrader WorkstationWeb TraderMobile TraderAnalytical SkillsTechnical AptitudeMath

Questions & Answers

Common questions about this position

What is the salary for this Bilingual Trade Issues role?

This information is not specified in the job description.

Is this position remote or in-office?

This is a hybrid role requiring 3 days in the office and 2 days remote.

What skills are required for this Financial Services Representative position?

The role requires bilingual fluency in Spanish and English, strong math and technical aptitude, ability to troubleshoot and explain complex subjects, and capacity to identify technology-based improvements. Candidates should also be motivated with strong initiative, analytical, and methodical skills.

What is the company culture like at Interactive Brokers?

Interactive Brokers features a dynamic, multi-national team focused on financial innovation, cutting-edge technology, and client commitment.

What makes a strong candidate for this role?

A strong candidate is motivated with strong initiative, analytical and methodical skills, plus a strong math and technical aptitude for troubleshooting complex client issues in financial services.

Interactive Brokers

Online trading platform with low commissions

About Interactive Brokers

Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and best execution practices, ensuring clients get the best prices for their trades. Unique features like fractional shares and the IMPACT app allow users to invest in high-value stocks affordably and align their investments with personal values. The goal of Interactive Brokers is to deliver a comprehensive and cost-effective trading experience for individual traders, investors, and financial advisors globally.

Greenwich, ConnecticutHeadquarters

1977Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave

Risks

Increased regulatory scrutiny may lead to stringent compliance requirements and potential fines.

AI tools may expose the company to data privacy and algorithmic trading risks.

Rapid growth in DARTs could strain infrastructure, risking service disruptions.

Differentiation

Interactive Brokers offers low commissions and financing rates, making trading affordable.

The platform provides direct market access to over 135 markets in 33 countries.

Innovative features like fractional shares and the IMPACT app attract diverse investors.

Upsides

AI tools in the Advisor Portal enhance decision-making for financial advisors.

IBKR Desktop 0.12 offers advanced features for options traders, boosting user engagement.

74% growth in DARTs and $576 billion in client equity indicate strong financial health.

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