Funds and Banking Analyst I

Interactive Brokers Group•Chicago, IL

22h•$65,000 - $75,000•Hybrid

About The Position

Interactive Brokers Group, Inc. is a global financial services company seeking ambitious problem solvers for its Client Experience team. This role is part of the Fund and Banking team, which provides foundational client service support for asset and cash transfer operations. The team works closely with back office teams to resolve securities-related queries and develops core competencies in funds and banking operations. The role involves helping clients trade various financial instruments on Interactive Brokers' advanced trading platform. This is a hybrid role requiring 4 days in the office and 1 day remote, located in Chicago.

Requirements

University degree (Bachelor's) required.
Previous client service experience within the financial or three years of inbound client services experience.
Passion for dealing with clients and understanding of securities and global custody products.
Can-do mentality with proven ability to increase client satisfaction (you're a keen observer and problem solver) and with a flair for new technologies.
Strong problem-solving skills and ability to work under pressure.
Focused on client service and timely resolving of client enquiries.
Adaptable, motivated, self-directed, and driven (always staying up to date and improving).
Strong communication skills in business language; additional language capabilities are a plus.
Comfortable with rotational shifts including night shifts.

Responsibilities

Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support.
Closely work with back office to manage and resolve all securities-related queries from clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks.
Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement, including clarifications and follow-up on settlements completion.
Ensure query resolution till completion within agreed service levels and client satisfaction standards.
Document client interactions and maintain accurate records in CRM and ticketing systems.
Participate in ongoing training programs to develop expertise in settlement processes, cash transfers, and global custody products.
Collaborate with team members to identify common client issues and contribute to knowledge base development.
Deliver excellent client service while continuously challenging process efficiency and behavior.

Benefits

Competitive salary
Annual performance-based bonus
Stock grant awards
401(k) retirement plan with competitive company match
Excellent health and wellness benefits, including medical, dental, and vision benefits.
100% employer-paid medical premiums, with generous employer contributions to dental & vision plans as well.
Wellness screening and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)
Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)
Company-paid basic life insurance, accidental death & dismemberment (AD&D), and short- and long-term disability coverage
Flexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)
Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or fees
Education reimbursement and professional development opportunities
Legal services, telehealth access, and voluntary insurance options
Backup child and adult care support through Care.com
Daily lunch allowance and fully stocked kitchen with healthy breakfast and snack options