Client Services Representative – Key Account Services

  • Competitive
  • Chicago, IL, USA Chicago IL US
  • Permanent, Full time
  • Interactive Brokers
  • 23 Jun 18 2018-06-23

Client Services Representative – Key Account Services

Company Overview

Interactive Brokers LLC, 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 120 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 over 800,000 trades per day.[i]  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.
 
 
[i] Figures as of  January 1, 2018. Information on the company can be found at www.interactivebrokers.com
 
Click the link to view a short video with a few words from current Interactive Brokers employees: https://www.interactivebrokers.com/en/index.php?f=31899

Job Description and Responsibilities

- Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
- Contribute to the development of client service systems, policies and procedures.
- 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:
- Operability 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 
 

Qualifications

- Bachelor's or advanced degree
- Minimum 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).
- 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.