Financial Services Representative - Trade Issues at Interactive Brokers

Chicago, Illinois, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BrokerageIndustries

Requirements

Early-career or junior professional with one to three years of experience (e.g., brokerage, trading, exchange, or clearinghouse)
Bachelor’s degree in finance or a business-related discipline
In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulations
Excellent product knowledge: Equities, Options, Futures, Options on Futures, Fixed income, Mutual Funds, FX, CFDs, etc
Strong PC technologies proficiency: Advanced Excel, Office Suite, Email
FINRA SIE and Series 7 or interest in obtaining such certifications
Client Focus: Dedication to understanding and meeting client needs
Technical Aptitude: Ability to quickly learn and master complex trading systems
Analytical Thinking: Strong capability to investigate and resolve complex issues
Communication: Clear, professional communication across all channels
Collaboration: Effective teamwork with diverse internal and external stakeholders
Adaptability: Flexibility to work with evolving systems and procedures
Trouble-shooter with a critical thinking mindset, passionate about technology and financial markets
Self-starter, able to handle stress, with the ability to work independently as well as part of a team

Responsibilities

Investigation of client inquiries encompassing a broad array of themes, including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiries
Resolve routine and complex client inquiries, concerns, and complaints thoroughly and expeditiously via telephone, tickets, and chats, utilizing sound judgment with an emphasis on courtesy
Familiarize yourself with various proprietary platforms, including trading systems and administrative portals, to educate clients in alignment with our self-service and highly automated business model
Assist and support the Quality Assurance Department with complaint resolution
Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering, Compliance, and other service groups worldwide
Analyze existing systems and procedures to recommend and assist in implementing enhancements and contribute to developing client service systems, policies, and procedures

Skills

margin analysis

position liquidations

trade cancellation

order trigger conditions

global exchanges

order execution

client inquiries

trade investigation

financial products

trading systems

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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