Professional Services Representative

4 weeks ago


Greenwich, Connecticut, United States Interactive Brokers Full time
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



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