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Solomon Page · 3 weeks ago

Financial Services Representative

Chicago, IL

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $75K/yr

Solomon Page is representing Interactive Brokers, which is seeking a recent graduate interested in the financial services space. The role involves resolving client service issues, providing support on various financial products, and coordinating with other departments to enhance customer service.

Asset ManagementConsultingProfessional Services

Hiring Manager

Joe Mack

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

Qualification

Financial instruments knowledgeExchange operations knowledgeLicenses SIELicenses Series 7Licenses Series 63Financial services experienceCommunication skillsMulti-language skills

Required

degree in Finance, Business, Accounting or an equivalent degree

prior internship(s) in the financial vertical

licenses such as an SIE, Series 7, or Series 63

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

Bachelor's or advanced degree is required