Interactive Brokers
Financial Services
ClientServicesRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Services Representative at Interactive Brokers. Skills: Client relationships, Customer retention, Customer satisfaction, Value realization. Resolve client service issues. Explain complex subjects”
Industry & Context.
Troubleshoot complex subjects
What They're Looking For.
Must Have
Experience in a fast-paced client service environment
Nice to Have
Bachelor's or advanced degree, Experience in a financial services position, In-depth understanding of financial instruments, Working knowledge of exchange operations, Multi-language skills
What You'll Do.
Resolve client service issues
Explain complex subjects
Identify technology improvements
Coordinate activities with divisions
Interact with external departments
Contribute to client service systems
How You'll Work.
Team & Collaboration
Other Client Service divisions; External departments
Communication Scope
Verbal communication; Written communication
Full Job Description
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. Job Description and Responsibilities Interactive Brokers Australia Pty Limited seeks high-level, motivated, and professional individuals with strong client service experience who are suitable for interacting with an experienced and active client base. The ideal candidate will possess strong mathematical and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes, including: Operability of IBKR 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;
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