Interactive Brokers
Financial Services
ComplaintsSpecialist(DisputeResolution)
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“Complaints Specialist (Dispute Resolution) at Interactive Brokers. Skills: Complaints handling, Dispute resolution, Client service, Regulatory compliance. Research client and regulatory complaints using both in-house tools and external sources. Resolve customer issues in a written manner that is both professional and compliant with internal policies, practices, and procedures”
Industry & Context.
What They're Looking For.
Must Have
Minimum of 2 years of financial services industry experience handling client complaints, Fluency in English, interpersonal, verbal and written communication skills, Working knowledge of PC technologies, including Microsoft Word & Excel
Nice to Have
Previous customer service experience in a financial services or banking operations environment, any additional language
What You'll Do.
Research client and regulatory complaints using both in-house tools and external sources
Resolve customer issues in a written manner that is both professional and compliant with internal policies
Present a resolution for complaints that may relate to a variety of topics
such as: Order routing
order status or execution inquiries such as non-execution
delayed or erroneous execution.
Funding issues such as deposit or withdrawal delays
third-party fees on funding and processing of position transfers
Statement and tax issues such as dividend reporting
cost basis issues and tax reporting discrepancies
Level of satisfaction with client service received.
Compose clear and concise summaries of issues requiring internal escalation to the relevant department.
Provide research for IBKR's Legal and Compliance team in response to claims submitted to local regulators.
How You'll Work.
Team & Collaboration
Compose clear and concise summaries of issues requiring internal escalation to the relevant department.; Provide research for IBKR's Legal and Compliance team
Communication Scope
Verbal communication skills; Written communication skills
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. Interactive Brokers ("IBKR") is looking for an individual to research client and regulatory complaints using both in-house tools and external sources, such as Bloomberg, to resolve customer issues in a written manner that is both professional and compliant with internal policies, practices, and procedures. The candidate should possess general market knowledge in futures, options, and the equities markets. Previous customer service experience in a financial services or banking operations environment is preferred. Interactive Brokers is an online broker offering trading access for experienced traders to products traded on many markets and exchanges worldwide. IBUK is part of a global group of financial services companies based in the US with over $14 billion in equity capital and publicly traded under the symbol "IBKR." Due to expansion, we recently relocated our office to a fantastic City of London tower on Fenchurch Street, where we operate a hybrid working model. You will be pleased to hear we offer lu
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