Financial Services - Funds and Banking Representative at Interactive Brokers

Chicago, Illinois, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Bachelor’s degree in finance or a business-related discipline
3 years of brokerage or banking industry experience emphasizing cashiering and position transfer functions
Knowledge of retirement accounts and tax considerations (preferred)
Basic computer skills, including familiarity with Microsoft Office and web-based applications
Strong communication skills (verbal and written)
Courteous demeanor
Ability to exhibit sound judgment and decision-making
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

Responsibilities

Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment while emphasizing courtesy
Handle a variety of inquiries relating to:
Asset transfers
Checks/wire deposits and withdrawals
ACH deposits and withdrawals
Secure transactions
IRA contributions/distributions
Tax reporting
Fraud prevention

Skills

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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