Financial Services Representative - Chicago (Start ASAP)

Financial Services Representative role at Interactive Brokers involves resolving client service issues and supporting global electronic brokerage platforms.

Your Role

Key responsibilities include:

• Resolving routine and complex client service issues promptly and courteously.
• Handling inquiries related to IB Trader Workstation, Web Trader, Mobile Trader platforms, cash deposits/withdrawals, position transfers, and account administration.
• Providing information on product availability, exchange, clearing, depository functions, order types, routing logic, trade settlement, corporate actions, margin calculations, commissions, interest, and fees.
• Coordinating with local and international Customer Service divisions and external departments such as Programming, Clearing, Cashiering, and Compliance.
• Using computerized systems for tracking, information gathering, and troubleshooting.
• Applying general knowledge of the organization, products, and services to assess client needs and suggest solutions.

About You

What you'll need:

• Experience in financial services (brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
• Strong verbal and written communication skills for telephone, email, and online chat client inquiries.
• In-depth understanding of stocks, securities options, futures, options on futures, foreign exchange, and fixed income.
• Working knowledge of exchange operations, regulations, product offerings, execution platforms, rules, and margin methodologies.
• Multi-language skills are an advantage.
• Bachelor’s or advanced degree required.

Compensation & Benefits

• Competitive salary, annual performance-based bonus, and stock grant.
• 401(k) retirement plan with competitive company match.
• Comprehensive health and wellness benefits including medical, dental, vision, with company-paid medical premiums.
• Wellness screenings, health coaches, counseling services via Employee Assistance Program (EAP).
• Paid time off and generous parental leave policy.
• Daily company lunch allowance and fully stocked kitchen with healthy breakfast and snack options.
• Corporate events including team outings, dinners, volunteer activities, and company sports teams.
• Education reimbursement and learning opportunities.
• Modern offices equipped with multi-monitor setups.

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

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