Client Services Representative - Key Account Services

Interactive Brokers Group Inc.•Chicago, IL

40d•$75,000 - $85,000•Hybrid

About The Position

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) A Client Services Representative in the Key Accounts Group will coordinate activities with other local and international Customer Service teams and contribute to the development of client service systems, policies and procedures. The ideal candidate will possess the ability to resolve both routine and complex client service issues in a thorough and timely manner, utilizing sound judgment with an emphasis on courtesy.

Requirements

Education: Bachelor's or advanced degree
Working Experience: Minimum of 3 years of experience in a 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 the Windows operating system and various MS applications (Word/Excel). 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.

Nice To Haves

Multi-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

Operations of IB Trader Workstation, Client Portal 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

Benefits

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

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