Customer Service Representative - Trade Issues

US-IL-Chicago
ID
2017-1598
Department
Customer Service/Support

Overview

Interactive Brokers ("IB") is expanding its trading issues department at our main retail call center in Chicago, IL. We are searching for experienced candidates with a prior background in the financial services industry, that are FINRA registered for the position of Customer Service Representative.
The Trade Issues Customer Service Representative is accountable for providing a high level of client service to IB's existing retail and institutional clients. Our aim is thoroughly investigate trade inquiries, in particular, but also covers various other areas under the general customer service umbrella.

Interactive Brokers, a subsidiary of Interactive Brokers Group, Inc. (NASDAQ: IBKR), is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisors, and introducing brokers. Our clients have access to more than 100 market centers in 26 countries from a single account. We are the lowest cost provider of brokerage services and the largest U.S. electronic broker based on daily average revenue trades executing 657,000 trades per day. IBKR 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.[i]



[i] Figures as of March 31, 2017. Information on the company can be found at www.interactivebrokers.com

 

Responsibilities

  • Problem management with focus on wide scale service issues. Core competencies include, but are not limited to: trade and margin analysis, a wide range of products (cash market and derivatives) and global exchanges, order types, and transmission and execution inquiries.
  • The candidate must possess general market knowledge in futures, options, and the equities markets. Previous customer service experience in a financial services or banking operations environment required.
  • Investigate customer inquiries regarding trade-related issues (e.g., executions, position liquidations, order trigger conditions, trade cancellation requests, product availability & attributes, order types and routing logic etc.)
  • Assistance with trading platform operation and features; analyze and test existing systems and procedures in order to recommend and assist in the implementation enhancements
  • Respond to inquiries, concerns and complaints from existing and prospective customers via telephone, e-mail, and on-line chat to achieve a solution that is mutually satisfactory while complying with policies, practices and procedures
  • Must demonstrate excellent troubleshooting and problem resolution skills required to bring problems quickly to a resolution.
  • Order status, settlement, exercise & assignment, expiration processing, and corporate actions

Qualifications

  • Experience: 2 years financial industry experience with trading or brokerage services preferred; but will consider recent college graduate
  • Education: Bachelor's degree in Finance, Economics, Business Administration or other related field
  • Certification: Registrations: FINRA Series 7, 63
  • Computer:  Strong PC technologies proficiency preferred; Microsoft Word & Excel
  • Strong quantitative analytical skills
  • Excellent oral/written communication skills required

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed