Client Services Liaison

5 days ago


Greenwich, Connecticut, United States Interactive Brokers Full time
Job Description

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.
Qualifications:
  • 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.
Company Benefits & Perks:
  • 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.


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