Financial Services Representative

Job Summary

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

The successful candidate will be motivated, have strong initiative, analytical and methodical. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.

Essential Duties and 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 IB Trader Workstation, Web Trader, and Mobile Trader execution 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 interact 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 a 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.

Qualifications

• Experience in financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
• Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat.
• 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 URGENT NEED FOR FRENCH AND SPANISH

Requirements

• Bachelor’s or advanced degree is required.

Company Benefits & Perks

• Competitive salary, annual performance-based bonus, and stock grant
• Retirement plan 401(k) with competitive company match
• Excellent health and welfare benefits including medical, dental, and vision benefits
• Wellness screenings and assessments, health coaches, and counseling services through Employee Assistance Program (EAP)
• Paid time off and a generous parental leave policy
• Daily company paid lunch 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 sit/stand desks and multi-monitor setups