Financial Services Representative (Start ASAP)

Join Interactive Brokers as a Financial Services Representative to support clients trading diverse financial products using advanced technology in a hybrid Chicago role.

Your Role

Key responsibilities include:

• Serving as the first point of contact for clients via phone, email, and chat, delivering quick, clear, and accurate support.
• Guiding users through trading tools, from buying their first share to navigating complex multi-asset strategies.
• Troubleshooting account management, funding, and trading activity issues while finding effective solutions.
• Collaborating with technology, risk, and operations teams to ensure a seamless client experience.
• Identifying opportunities to improve processes and tools and sharing them with the team.
• Embodying company values through compassionate communication and deep product knowledge.
• Resolving user concerns with speed and thoroughness while actively engaging with customers.

About You

The company is looking for:

• Bachelor’s degree in finance, economics, business, STEM, or a related field preferred.
• Recent graduate or early-career professional with one to three years of experience in customer-facing, finance, or technology roles.
• Self-motivated and able to manage tasks with minimal supervision.
• Curious about financial markets and the technology that powers them.
• Strong communicator with excellent problem-solving skills.
• Comfortable navigating advanced platforms, including desktop and mobile applications.
• In-depth understanding of stocks, securities options, futures, options on futures, foreign exchange, crypto, and fixed income.

Compensation & Benefits

• Competitive salary range of $65,000 to $75,000 annually based on skills and experience.
• Annual performance-based bonus and stock grant.
• Retirement plan 401(k) with competitive company match.
• Excellent health and wellness benefits including medical, dental, vision, and company-paid medical healthcare premium.
• Hybrid schedule: three days in-office in Chicago and two days remote.
• Free lunch daily when in the office and a fully stocked kitchen with healthy options.
• Paid time off and generous parental leave policy.
• Corporate events including team outings, dinners, volunteer activities, and company sports teams.

Training & Development

• Structured training and dedicated mentorship from day one.
• Opportunity to learn the inner workings of global financial markets and technology-driven brokerage operations.
• Development of best-in-class problem-solving skills in a fast-paced environment.

This job may close before the stated closing date, you are encouraged to apply as soon as possible

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