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Financial Services Representative

2 months ago

Fort Lauderdale, Florida, United States Interactive Brokers Full time
Job Description

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

The successful candidate will be motivated, have strong initiative, analytical and methodical skills. We offer a position that will challenge and reward you.

Key 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 electronic trading 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.
Requirements
  • Experience in financial services (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
  • Strong verbal and written communication skills to accommodate client inquiries directed via various channels.
  • 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
Company Benefits
  • 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