Entry Level Financial Services Representative, Interactive Brokers
Online broker
Job no longer available
Online broker
1001+ employees
Job no longer available
1001+ employees
Company mission
To create technology to provide liquidity on better terms.
Role
Who you are
- Bachelor’s or advanced degree is required
- URGENT NEED FOR PORTUGUESE FLUENCY
- Experience in financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required
- 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
- Multi-language skills an advantage
What the job involves
- We are seeking several professional individuals to join our Client Service Department
- The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements
- Esolve 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 fee
- 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
- Customer service is the primary function where calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions
Our take
Interactive Brokers is an automated electronic broker, empowering users to analyse global stock markets, manage portfolios, and explore diverse investment assets. With a history spanning over 45 years, the company has thrived by adapting to evolving digital trading trends. Its comprehensive suite of services includes analytical tools, asset marketplaces, and seamless third-party integration, enhancing portfolio management capabilities.
Boasting over $11.6 billion in equity capital, Interactive Brokers remains at the forefront of industry innovation. The company has embraced the rising popularity of cryptocurrency, offering customers access to crypto trading through a partnership with Paxos Trust Company. This proactive approach reaffirms Interactive Brokers' position as a forward-thinking player in the ever-changing trading landscape.
Recently, Interactive Brokers expanded its trading hours for U.S. Treasury bonds to 22 hours a day, allowing global clients to trade during their local hours and quickly respond to market news. This extension reflects the company's commitment to flexibility and comprehensive service, meeting the diverse needs of clients in over 200 countries and territories.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
8% employee growth in 12 months
Company
Company benefits
- Competitive Pay with discretionary bonus packages which may include company stock grants
- Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage
- 401k Retirement Savings Plan (generous company match)
- Daily Lunch Allowance
- Wellness Incentives
- Flexible Spending Accounts
- Paid Personal Time and Sick Leave
Company HQ
Greenwich, CT
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