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Investigation of customer inquiries encompassing a broad array of themes including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiries
Resolve routine and complex client inquiries, concerns and complaints via telephone, tickets, and chats in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy
Familiarize with various proprietary platforms including trading systems and administrative portals in order to educate clients to align with our self-service and highly automated business model
Assist and support the Quality Assurance Department with complaint resolution
Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance and other service groups around the world
Analysis of existing systems and procedures in order to recommend and assist in the implementation of enhancements. Contribute to the development of client service systems, policies and procedures
Your Experience and Qualifications:
Minimum 2 years of financial industry experience
In depth understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulations
Strong PC technologies proficiency; Advanced Excel, Office Suite, Email
Troubleshooter with critical thinking mindset, passioned about technology and financial markets
Self-starter, able to handle stress, with the ability to work independently as well as in team
Fluent in English and German; French or Spanish a plus
FINRA SIE and Series 7 or interest in obtaining the certification
Company Profile: Interactive Brokers ("IBKR"), a subsidiary of publicly traded Interactive Brokers Group, Inc., based in Greenwich, Connecticut, USA (NASDAQ: IBKR), is a low-cost provider of trade execution and clearing services for active traders, institutional investors, financial advisors and introducing brokers. IBKR's premier technology provides electronic access to stocks, options, futures, forex, bonds, and funds worldwide from a single IBKR Integrated Investment account. IBKR is one of the largest online brokers by trade volume and is consistently ranked at the top of its field. IBKR is headquartered in Greenwich, CT, USA and has offices in the United States, Canada, the United Kingdom, Switzerland, Hungary, Estonia, Russia, India, Hong Kong, China, Japan, Luxembourg, and Australia. Interactive Brokers Financial Services ("IBKRFS") in Zug is regulated by the Swiss Financial Market Supervisory authority (FINMA). Our employees are part of a dynamic, multinational, fast-paced, results-oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools. Click here to view a short video with a few words from current Interactive Brokers employees. For more information about IBKR, please visit www.ibkr.com/info