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.

Barron's 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:

• 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

Qualifications

• Experience: Early-career or junior professional with one to three years of experience (e.g., brokerage, trading, exchange, or clearinghouse)

• Education: A bachelor’s degree in finance or a business-related discipline is required

• 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

• 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

• FINRA SIE and Series 7 or interest in obtaining such certifications

Company Benefits & Perks

• Competitive salary, annual performance-based bonus and stock grant

• Retirement plan 401(k) with competitive company match

• Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium.

• Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)

• Paid time off and a generous parental leave policy

• Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks

• Corporate events, including team outings, dinners, volunteer activities and company sports teams

• Education reimbursement and learning opportunities

• Modern offices with multi-monitor setups

This role's anticipated base salary range is $65,000 - $75,000 annually based on skill's and experience. The offered salary is just part of the total compensation package. In 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