Customer Service Representative - Trade Issues

  • Competitive
  • Chicago, IL, USA
  • Permanent, Full time
  • Interactive Brokers
  • 21 Oct 17 2017-10-21

Customer Service Representative - Trade Issues

Overview

Interactive Brokers is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisors, and introducing brokers. Our clients have access to more than 100 market centers in 25 countries from a single account. We are the lowest cost provider of brokerage services and the largest U.S. electronic broker based on daily average revenue trades executing 657,000 trades per day (First Quarter 2017 results). At Interactive Brokers, you will be part of a dynamic, multinational, fast paced, results oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools.

Interactive Brokers is expanding its Trading Issues Department at our main retail call center in Chicago, IL. We are searching for experienced candidates with a prior background in the financial services industry, that are FINRA registered for the position of Customer Service Representative . The Trade Issues Customer Service Representative is accountable for providing a high level of client service to IB's existing retail and institutional clients. Our aim is thoroughly investigate trade inquiries, in particular, but also covers various other areas under the general customer service umbrella.

[i] Figures as of March 31, 2017. Information on the company can be found at www.interactivebrokers.com

Responsibilities

  • Problem management with focus on wide scale service issues. Core competencies include, but are not limited to: trade and margin analysis, a wide range of products (cash market and derivatives) and global exchanges, order types, and transmission and execution inquiries.
  • The candidate must possess general market knowledge in futures, options, and the equities markets. Previous customer service experience in a financial services or banking operations environment required.
  • Investigate customer inquiries regarding trade-related issues (e.g., executions, position liquidations, order trigger conditions, trade cancellation requests, product availability & attributes, order types and routing logic etc.)
  • Assistance with trading platform operation and features; analyze and test existing systems and procedures in order to recommend and assist in the implementation enhancements
  • Respond to inquiries, concerns and complaints from existing and prospective customers via telephone, e-mail, and on-line chat to achieve a solution that is mutually satisfactory while complying with policies, practices and procedures
  • Must demonstrate excellent troubleshooting and problem resolution skills required to bring problems quickly to a resolution.
  • Order status, settlement, exercise & assignment, expiration processing, and corporate actions


Qualifications

  • Experience: 2 years financial industry experience with trading or brokerage services preferred; but will consider recent college graduate
  • Education: Bachelor's degree in Finance, Economics, Business Administration or other related field
  • Certification: Registrations: FINRA Series 7, 63
  • Computer: Strong PC technologies proficiency preferred; Microsoft Word & Excel
  • Strong quantitative analytical skills
  • Excellent oral/written communication skills required