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Interactive Brokers · 4 hours ago

Financial Services Representative

Chicago, IL

Full-time

Hybrid

Entry Level

$65K/yr - $75K/yr

1+ years exp

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, known for its cutting-edge technology and client commitment. The Financial Services Representative role involves serving as the first point of contact for clients, guiding them through trading tools, troubleshooting account issues, and collaborating with various teams to enhance client experience.

E-CommerceFinanceFinancial Services

Responsibilities

Serve as the first point of contact for clients via phone, email, and chat, delivering quick, clear, and accurate support

Guide users through our powerful trading tools, from buying their first share to navigating complex multi-asset strategies

Troubleshoot issues with account management (statement review, permissions, tax, etc.), funding, and trading activity while finding smart and effective solutions

Collaborate with technology, risk, and operations teams to ensure a seamless client experience

Identify opportunities to improve our processes and tools and share them with the team

As the face of our company, you will embody our values through compassionate communication and deep product knowledge, making customers feel heard and appreciated

Your role involves resolving user concerns with both speed and thoroughness, while actively engaging with our customer base throughout your workday

Qualification

Financial instruments knowledgeCustomer service experienceProblem-solving skillsTechnology proficiencyAnalytical skillsCommunicationAdaptabilityCalm under pressure

Required

Bachelor's degree in finance, economics, business, STEM, or a related field preferred

Recent graduate or early-career professional with one to three years of experience in a customer-facing, finance, or technology role

Self-motivated and able to manage tasks with minimal supervision

Curious about financial markets and the technology that powers them

Strong communicator with excellent problem-solving skills

Analytical, adaptable, problem-solver, and able to remain calm under pressure

Comfortable navigating advanced platforms, including desktop and mobile applications

In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, crypto and fixed income