Interactive Brokers
Financial Services
TradeDeskAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Trade Desk Associate at Interactive Brokers. Skills: Trading systems, Client service, Financial markets. Investigate client inquiries. Analyze margin”
Industry & Context.
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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