Client Services Liaison
5 days ago
Job Summary: We are seeking a highly skilled Client Services Liaison to join our team at Interactive Brokers. As a Client Services Liaison, you will be responsible for providing exceptional customer service to our top-tier clients, including financial advisers, premium retail customers, financial institutions, and hedge funds.
Key Responsibilities:- Client Liaison: Act as a liaison to our top-tier clients, providing solutions to inquiries while complying with all policies, practices, and procedures.
- Problem Management: Manage wide-scale service issues, handling trade-related issues, trade and margin analysis, account management and funding, product knowledge (cash market, equities, and derivatives), and exchange knowledge (global).
- Internal Coordination: Coordinate with various departments, such as technical operations and programming, analyzing and escalating issues appropriately.
- Education: Bachelor's degree in Finance, Economics, Business Administration, or other related field, or equivalent work experience.
- Experience: Recently graduated to 3 years of financial industry experience preferred, with client services background.
- Skills: Strong interpersonal and written communication skills, 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 registration.
- Competitive Salary: Annual performance-based bonus and stock grant.
- Retirement Plan: 401(k) with a competitive company match.
- Health and Wellness Benefits: Excellent health and wellness benefits, including medical, dental, and vision benefits. Company-paid medical healthcare premium.
- Wellness Programs: Wellness screenings and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP).
- Paid Time Off: Paid time off and a generous parental leave policy.
- Company Perks: Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack.
- Corporate Events: Corporate events, including team outings, dinners, volunteer activities, and company sports teams.
- Education Reimbursement: Education reimbursement and learning opportunities.
- Modern Offices: Modern offices with multi-monitor setups.
-
Client Services Liaison
7 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob DescriptionKey Responsibilities:Act as a liaison to high-net-worth clients, including financial advisors, premium retail customers, financial institutions, and hedge funds, providing solutions to inquiries while adhering to all policies, practices, and procedures.Manage complex problems with a focus on wide-scale service issues, utilizing core...
-
Client Services Specialist
2 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob Overview and ResponsibilitiesServe as the primary contact for Interactive Brokers' elite clientele, which includes financial advisors, premium retail clients, financial institutions, and hedge funds, aiming to deliver effective solutions to their inquiries while adhering to all established policies and procedures.Manage and resolve issues with a focus on...
-
Client Relationship Specialist
2 weeks ago
Greenwich, Connecticut, United States Rockefeller Financial Full timeRockefeller Financial: Established as a leading independent financial advisory firm, Rockefeller Financial has a legacy that spans over a century. Originally founded as the family office of John D. Rockefeller, the firm now offers expert guidance to affluent individuals, families, institutions, and corporations across various markets in the United States and...
-
Client Services Specialist
2 weeks ago
Greenwich, Connecticut, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a premier independent financial advisory firm, established in 2018. With roots dating back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and corporations across...
-
Veterinary Client Service Coordinator
2 weeks ago
Greenwich, Connecticut, United States United Veterinary Care Full timeVeterinary Client Service Coordinator at United Veterinary CareIf you are enthusiastic about providing exceptional customer service and have a genuine affection for animals, this role at United Veterinary Care as a Veterinary Client Service Coordinator is an excellent fit for you. We are seeking a detail-oriented and skilled receptionist to become part of...
-
Travel Nurse RN
5 days ago
Greenwich, Connecticut, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team in an Intermediate Care setting. As a travel nurse, you will have the opportunity to work in a dynamic and challenging environment, providing high-quality patient care and collaborating with a multidisciplinary team.Key ResponsibilitiesProvide direct patient care to...
-
Financial Services Representative
7 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob DescriptionKey Responsibilities:Act as a liaison to high-net-worth clients, including financial advisors, premium retail customers, financial institutions, and hedge funds, providing solutions to inquiries while adhering to all policies, practices, and procedures.Manage complex problems with a focus on wide-scale service issues, utilizing core...
-
Client Financial Strategist
2 weeks ago
Greenwich, Connecticut, United States Edward Jones Full timeOpportunity OverviewAt a pivotal moment in your career? Consider a position as a financial advisor. As a financial advisor, you will collaborate with clients to help them realize their long-term financial aspirations, including retirement planning, wealth accumulation, estate management, educational funding, and more. Joining Edward Jones means developing...
-
Client Relationship Manager
2 weeks ago
Greenwich, Connecticut, United States Phaxis Full timePosition Overview: Phaxis, a prominent firm in Asset Management focusing on private wealth services, is seeking a seasoned Client Advisor to join our dynamic team. This role is pivotal in nurturing and sustaining client relationships through proactive communication and the seamless delivery of tailored services to individuals, families, trusts, and...
-
Client Relationship Manager
7 days ago
Greenwich, Connecticut, United States Tiffany & Co. Full timeAbout Tiffany & Co.Tiffany & Co. is a renowned luxury jeweler and retailer, celebrated for its exquisite designs, romantic ideals, and iconic Blue Box. With a rich heritage of 175 years, the company has established a legacy of excellence in craftsmanship, timeless design, and corporate sustainability.Job SummaryWe are seeking a highly skilled and passionate...
-
Client Integration Specialist
4 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob DescriptionAbout Interactive BrokersInteractive Brokers Group is a leading global financial services company that has been at the forefront of trading innovation for over four decades. We pride ourselves on being a technology-driven company that challenges the status quo and offers our clients the best trading platform with the most sophisticated...
-
Lead Java Engineer – Client Interface
2 weeks ago
Greenwich, Connecticut, United States Solomon Page Group Full timePosition Overview:Our client, a prominent player in the FinTech sector, is seeking to fill the position of Senior Java Engineer focused on client portal development.The ideal candidate will contribute to the design, development, and upkeep of their Web API infrastructure, which is essential for providing third-party partners, clients, and internal...
-
Lead Java Engineer – Client Solutions
2 weeks ago
Greenwich, Connecticut, United States Solomon Page Group Full timePosition Overview:Our client, a prominent player in the FinTech sector, is seeking to fill the position of Senior Java Engineer focused on Client Portals. The ideal candidate will be instrumental in the design, development, and upkeep of their Web API framework, which is essential for providing third-party partners, clients, and internal applications with...
-
Lead Java Engineer – Client Solutions
1 week ago
Greenwich, Connecticut, United States Solomon Page Group Full timePosition Overview:Our client, a prominent player in the FinTech sector, is seeking to fill the position of Senior Java Developer for their Client Portal. The ideal candidate will be instrumental in the design, development, and maintenance of a robust Web API platform, which serves as a vital link for third parties, clients, and internal applications to...
-
Lead Java Engineer – Client Interface
1 week ago
Greenwich, Connecticut, United States Solomon Page Group Full timePosition Overview:Our client, a prominent player in the FinTech sector, is seeking to fill the position of Senior Backend Java Engineer. The ideal candidate will contribute to the design, development, and maintenance of their Web API platform, which currently facilitates access to essential real-time services for third parties, clients, and internal...
-
Lead Java Engineer – Client Solutions
2 weeks ago
Greenwich, Connecticut, United States Solomon Page Group Full timePosition Overview:Our client, a prominent player in the FinTech sector, is seeking to fill the position of Senior Java Engineer specializing in backend development.The ideal candidate will be instrumental in the design, development, and maintenance of their Web API platform, which is essential for providing third parties, clients, and internal applications...
-
Lead Java Engineer – Client Solutions
2 weeks ago
Greenwich, Connecticut, United States Solomon Page Group Full timePosition Overview:Our client, a prominent player in the FinTech sector, is seeking to appoint a Back End Senior Java Developer. The ideal candidate will be instrumental in the design, development, and maintenance of their Web API platform, which is essential for providing third parties, clients, and internal applications with access to critical real-time...
-
Client Integration FIX Specialist
3 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob SummaryWe are seeking a highly skilled Technical Integration Specialist to join our team at Interactive Brokers. As a Technical Integration Specialist, you will be responsible for interacting with clients, vendors, sales, service desks, legal & compliance, software developers, network engineers and other operation teams to integrate and maintain client...
-
Porsche Client Relations Coordinator
2 weeks ago
Greenwich, Connecticut, United States New Country Porsche Of Greenwich Full timePorsche Customer Experience Specialist at New Country Porsche Of GreenwichIf you thrive on engaging with individuals, possess outstanding communication skills, and are committed to delivering exceptional customer service, we invite you to explore a role with us at New Country Porsche Of Greenwich. We are in search of a Porsche Customer Experience Specialist...
-
Financial Services Associate
2 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeAbout Interactive BrokersWe are a leading global financial services company, known for our cutting-edge technology and commitment to our clients. Our company has been at the forefront of financial innovation for over four decades, providing electronic brokerage services to clients in over 200 countries and territories.Job SummaryWe are seeking a highly...