Financial Services Representative
Interactive Brokers Group, Inc. is a global financial services company headquartered in Greenwich, CT, known for its cutting-edge technology and client commitment. The Financial Services Representative role involves serving as the first point of contact for clients, providing support for trading and account management, and collaborating with various teams to enhance the client experience.
Responsibilities
- Serve as the first point of contact for clients via phone, email, and chat, delivering quick, clear, and accurate support
- Guide users through our powerful trading tools, from buying their first share to navigating complex multi-asset strategies
- Troubleshoot issues with account management (statement review, permissions, tax, etc.), funding, and trading activity while finding smart and effective solutions
- Collaborate with technology, risk, and operations teams to ensure a seamless client experience
- Identify opportunities to improve our processes and tools and share them with the team
- As the face of our company, you will embody our values through compassionate communication and deep product knowledge, making customers feel heard and appreciated
- Your role involves resolving user concerns with both speed and thoroughness, while actively engaging with our customer base throughout your workday
Skills
- 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 a customer-facing, finance, or technology role
- 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
- Analytical, adaptable, problem-solver, and able to remain calm under pressure
- Comfortable navigating advanced platforms, including desktop and mobile applications
- In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, crypto and fixed income
Benefits
- Competitive salary, annual performance-based bonus and stock grant
- Retirement plan 401(k) with competitive company match
- Excellent health and wellness benefits, including medical, dental, and vision benefits, and company-paid medical healthcare premium.
- Hybrid schedule, three days in-office at our Chicago location and two days remote.
- Structured training and dedicated mentorship from day one.
- Free lunch provided daily when you are in the office. A fully stocked kitchen with healthy options for breakfast and snacks
- Comprehensive benefits package including health, dental, vision, 401k, and wellness programs.
- Paid time off and a generous parental leave policy
- A culture of autonomy, ownership, and support within a technology-focused environment.
- Corporate events, including team outings, dinners, volunteer activities and company sports teams
Company Overview