Trade Desk Associate I

Interactive Brokers•Chicago, IL

19h•$65,000 - $75,000•Hybrid

About The Position

Interactive Brokers Group, Inc. is a global financial services company seeking a detail-oriented and client-focused individual to join the Trade Issues team. This role is critical in maintaining 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. This is a Hybrid role (4 days in office /1 day remote).

Requirements

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

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

Benefits

Competitive salary
Annual performance-based bonus
Stock grant
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 snack
Corporate events including team outings, dinners, volunteer activities and company sports teams
Education reimbursement
Learning opportunities