Financial Services Representative Trade Issues

Company Overview

Interactive Brokers Group Inc. (Nasdaq : IBKR) is a global financial services company headquartered in Greenwich CT USA with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks options futures currencies bonds and funds to clients in over 200 countries and territories. We serve individual investors and institutions including financial advisors hedge funds and introducing brokers. Our advanced technology competitive pricing and global market help our clients to make the most of their investments.

Barrons has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

This is a hybrid role (3 days in office / 2 days remote)

About your team :

We are seeking a detail-oriented and client-focused individual to join the Trade Issues team. This role is critical in maintaining our high standards of client satisfaction by investigating and resolving complex trade-related inquiries. The successful candidate will serve as a subject matter expert on trading systems and processes working collaboratively across multiple departments to ensure seamless client experiences.

What will be your responsibilities within IBKR :

• 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

To be successful in this position you will have the following :

Qualifications

This roles anticipated base salary range is $65000 - $75000 annually based on skills and experience. The offered salary is just part of the total compensation addition to a competitive salary the company offers both a discretionary cash bonus and stock award as well as a wide range of benefits including health care tuition reimbursement and much more

Required Experience :

Unclear Seniority

Key Skills

Electro Mechanical,Instrument Maintenance,Adobe Dreamweaver,Document Control Management,E-Commerce

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 65000 - 75000