Professional Services Representative

Posted 18 Days Ago
Be an Early Applicant
Greenwich, CT
3-5 Years Experience
Financial Services
The Role
Act as a liaison to Interactive Broker's top-tier clients and provide solutions to inquiries regarding trade-related issues, account management, and funding. Coordinate with various departments to analyze and escalate issues. Strong interpersonal and analytical skills required.
Summary Generated by Built In

Job Description and Responsibilities

  • Act as liaison to Interactive Broker's top-tier clients, including financial  advisers, premium retail customers, financial institutions and hedge funds, striving to provide solutions to inquiries while complying with all policies, practices and procedures.

  • Problem management with focus on wide scale service issues. Core competences include: handling trade-related issues, trade and margin analysis, account management and funding, product (cash market, equities and derivatives) and exchange knowledge (global), technical services, securities regulations.

  • Internal coordinator to various departments such as technical operations and programming, analyzing and escalating issues appropriately.

Qualifications

  • Education: Bachelor's degree in Finance, Economics, Business Administration or other related field, or equivalent work experience.  The candidate must possess general market knowledge in futures, options, and the equities markets.

  • Experience: recently graduate to 3 years financial industry experience preferred with client services background.

  • Skills:  Strong interpersonal and written communication skills. Must demonstrate excellent analytical and problem resolution skills.

  • Computer Skills:  Working knowledge of PC technologies, including Microsoft Word, Excel, Databases.  Programming and/or UNIX experience a plus.

  • Registrations: IBG LLC will sponsor:  FINRA Series 7.

Company Benefits & Perks

  • Competitive salary, annual performance-based bonus and stock grant
  • Retirement plan 401(k) with a competitive company match
  • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium.
  • Wellness screenings and assessments, health coaches and counseling services through an 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.

The Company
HQ: Greenwich, CT
2,441 Employees
On-site Workplace

What We Do

Rated #1 Best Online Broker in 2022 for 5 consecutive years by Barron's.

Interactive Brokers Group (Nasdaq: IBKR) and its predecessor companies have been building trading technology for over 44 years. Interactive Brokers Group’s consolidated equity capital exceeds $10 billion.

Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools.

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com

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