Financial Services Representative

Job Summary

We are seeking several professional individuals to join our Client Services Department. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.

The successful candidates will be motivated, have strong initiative, analytical and methodical. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.

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.
• 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.

Qualifications

• Experience in financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
• 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.
• Multi-language skills an advantage

Requirements

• Bachelor’s or advanced degree is required.