Bilingual Trade Issues Associate (Portuguese/English Fluent)

Interactive Brokers•Fort Lauderdale, FL

8h•Hybrid

About The Position

Interactive Brokers Group, Inc. is a global financial services company seeking motivated individuals to join their Financial Services Representative team. This hybrid role requires 4 days in the office and 1 day remote. The ideal candidate will possess strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and identify opportunities for technology-based improvements. The successful candidate will be motivated, have strong initiative, be analytical and methodical, and will be challenged and rewarded in this position.

Requirements

Bachelor's or Advanced Degree
Fluency in Portuguese (speaking, reading, and writing)
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.

Nice To Haves

Experience in financial services (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
Additional language skills are a plus
Self-motivated and able to handle tasks with minimal supervision.
Superb analytical and problem-solving skills.
Excellent collaboration and communication (Verbal and written) skills.
Outstanding organizational and time management skills.

Responsibilities

Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and an emphasis on courtesy.
Address client inquiries regarding the operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools.
Handle client inquiries related to cash deposit and withdrawal activity, position transfers, and account administrative functions.
Respond to client questions about product availability and attributes; exchange, clearing and depository functions; order types and routing logic.
Assist clients with order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions.
Explain margin calculations, commission structure, interest, and fees to clients.
Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
Utilize a computerized system for tracking, information gathering, and/or troubleshooting client service issues.

Benefits

Competitive salary
Annual performance-based bonus
Stock grant
Eligible for overtime pay
Retirement plan 401(k) with competitive company match
Excellent health and wellness benefits, including medical, dental, and vision benefits
Company-paid medical healthcare premium
Wellness screenings and assessments
Health coaches and counseling services through an Employee Assistance Program (EAP)
Daily company lunch allowance provided
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