REMOTE ONLY!! Client Services Representative
Remote Opportunity with Interactive Brokers!!
We seek several motivated individual to join our Client Service Representative team. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.
The successful candidate will be motivated, have strong initiative, analytical and methodical. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.
Essential Duties and Responsibilities
- Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
- Client inquiries typically encompass a broad array of themes including: Operability of IB Trader Workstation, Web Trader 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 fee.
- Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
- Customer service is the primary function where calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions.
Qualifications
- Experience in financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
- 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.
- Multi-language skills an advantage
Remote opportunity for the following states: California Connecticut, District of Colombia, Florida, Illinois, Massachusetts, Maryland, New York, New Jersey, North Carolina, Ohio, Virginia, and Wisconsin.
Requirements
Bachelor’s degree or pending degree completion
Company Benefits & Perks
- Competitive salary, annual performance-based bonus and stock grant
- Retirement plan 401(k) with competitive company match
- Excellent health and welfare benefits including medical, dental, and vision benefits
- Wellness screenings and assessments, health coaches and counseling services through Employee Assistance Program (EAP)
- Paid time off and a generous parental leave policy
- Education reimbursement and learning opportunities