Interactive Brokers is hiring a
Financial Services Representative II

Job Summary

Interactive Brokers is looking for individuals with a financial services industry background and professional demeanor suitable for interaction with an experienced and active clientele. The ideal candidate will have strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.

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

Collaborate with Local or International Customer Service Divisions

• Interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues

Customer Service

• 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

• Preferred but not required
• (e.g., brokerage, banking, trading, exchange, or clearinghouse)

Strong Verbal and Written Communication Skills

• To accommodate client inquiries directed via telephone, email, or online chat

In-Depth Understanding of 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
• Margin methodologies

Multi-Language Skills

• An advantage

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration or other related field, or equivalent work experience
• 2+ years of financial services experience (e.g., brokerage, banking, trading, exchange, or clearinghouse industry)
• Registrations: FINRA Series 7, 63 or ability to obtain licenses.

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
• Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack
• Corporate events including team outings, dinners, volunteer activities and company sports teams
• Education reimbursement and learning opportunities
• Modern offices with multi-monitor setups

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron’s has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

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