Interactive Brokers

Financial Services

TradeDeskAssociate

$65–75k Chicago, Illinois, United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Trade Desk Associate at Interactive Brokers. Skills: Trading systems, Client service, Financial markets. Investigate client inquiries. Analyze margin”

Industry & Context.

Financial Services
Problems you'll solve

Troubleshooting; Critical thinking; Problem-solving skills; Analytical skills

What They're Looking For.

Must Have

1-3 years experience, Bachelor's degree in finance, In-depth understanding of financial markets, FINRA SIE, Series 7

Nice to Have

Interest in obtaining certifications

What You'll Do.

Investigate client inquiries

Resolve position liquidations

Process trade cancellation requests

Address order trigger conditions

Handle product inquiries

Resolve global exchange inquiries

Respond to order status inquiries

Respond to execution inquiries

Resolve client inquiries

Resolve client concerns

Resolve client complaints

Educate clients on platforms

Support Quality Assurance

Coordinate with Client Service divisions

Interact with Programming

Interact with Clearing

Interact with Cashiering

Interact with Compliance

Analyze existing systems

Recommend system enhancements

Assist in implementing enhancements

Contribute to developing policies

Contribute to developing procedures

How You'll Work.

Team & Collaboration

Cross-departmental collaboration; 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. This is Hybrid role (4 days in office /1 day remote) About your Team: We are seeking a detail-oriented and client-focused individual to join the Trade Issues team. This role is critical in maintaining our high standards of client satisfaction by investigating and resolving complex trade-related inquiries. The successful candidate will serve as a subject matter expert on trading systems and processes, working collaboratively across multiple departments to ensure seamless client experiences. What will be your responsibilities within IBKR: Investigation of client 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 thoroughly and expeditiously via telephone, tickets, and chats, utilizing sound judgment with an emphasis on courtesy Familiarize yourself with various proprie

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