Financial Advisor Services Representative

Interactive Brokers LLC

(Chicago, Illinois)
Full Time
Job Posting Details
About Interactive Brokers LLC
Interactive Brokers conducts its broker/dealer and proprietary trading businesses on over 100 market destinations worldwide. In its broker dealer agency business, IB provides direct access ("on line") trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, bonds, CFDs and funds worldwide. Interactive Brokers Group and its affiliates execute nearly 1,000,000 trades per day.
Summary
Interactive Brokers Group is expanding its Professional Services department at our main call center in Chicago, IL. We are searching for candidates with prior experience in the financial services industry, with interpersonal, communication and technology skills that are FINRA registered. Our aim is to build and maintain long-term customer relationships with independent financial advisors and their clients as we continue to expand our global market access, sophisticated trading tools and product offerings. The Financial Advisor Services Representative will provide support which will encompass all facets of the client experience at IB, including account application assistance, funding support and trade inquiries as well as the configuration and operation of our trading platform, the Trader Workstation.
Responsibilities
* Act as liaison to Interactive Broker's top-tier clients, with a focus on financial advisors, striving to provide solutions to inquiries while complying with all policies, practices and procedures. * Problem management with focus on wide scale service issues. Core competences include: handling trade-related issues, trade and margin analysis, account management and funding, product (cash market, equities and derivatives) and exchange knowledge (global), technical services, securities regulations. * Internal coordinator to various departments such as technical operations and programming, analyzing and escalating issues appropriately. * Special projects including the development of new customer service technologies, assessments of existing systems, review and audit projects, etc.
Ideal Candidate
**Education:** * Bachelor's degree in Finance, Economics, Business Administration or other related field, or equivalent work experience. * The candidate must possess general market knowledge in futures, options, and the equities markets. **Experience:** * 3 years financial industry experience preferred with client services background required **Skills:** * Strong interpersonal and written communication skills. Must demonstrate excellent analytical and problem resolution skills. **Computer Skills:** * Working knowledge of PC technologies, including Microsoft Word, Excel, Databases. * Programming and/or UNIX experience a plus. **Registrations:** * FINRA Series 7, Series 55, 63 desirable. * Multi-language skills a plus.

Questions

Answered by on
This question has not been answered
Answered by on

There are no answered questions, sign up or login to ask a question

Want to see jobs that are matched to you?

DreamHire recommends you jobs that fit your
skills, experiences, career goals, and more.