Client Services Representative

Job description

About the Company Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.

For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers. Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets.

Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others. Position Interactive Brokers seeks high-level, serious individuals with a client services background and a professional demeanor suitable for interaction with an experienced and active clientele base. The ideal candidate will be able to troubleshoot and explain complex subjects and identify opportunities for technology-based improvements.

Responsibilities

• Resolve routine and complex client service issues thoroughly and expeditiously via phone, email, and chat, utilizing sound judgment and emphasizing courtesy. Client inquiries typically encompass a wide array of themes, including the operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, trading modules and analytical tools.
• Cash deposit and withdrawal activity, position transfers, and account administrative functions
• Product availability and attributes
• Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions
• Margin calculations, commission structure, interest and fees
• Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures.

Qualifications, Skills & Attributes Minimum qualifications

• Bachelor’s or advanced degree in finance, economics or a related field
• 2-3 years of experience in client services or related field.
• Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email and online chat

General understanding of the following financial instruments

• stocks, securities options, futures, options on futures, foreign exchange and fixed-income

Languages

• Fluent in English + Russian/Spanish/Italian/French/German
• Ability to work in a dynamic, medium-size office environment
• Candidates must have an EU passport or a qualifying work permit/residency to work in Estonia.

Company Benefits & Perks

• Discretionary, performance based bonus
• Private health insurance, sport activity compensation
• Stock incentive plan
• Daily food allowance in the office
• Great atmosphere with friendly and exceptional colleagues and frequent company outings. *The benefits package will be reviewed regularly and may be subject to change.

This role's anticipated base salary range is €23,000 to €25,000 annually based on skills and experience. The offered salary is part of the total compensation package. In addition to a competitive salary, Interactive Brokers offers discretionary cash bonus and stock award as well as a wide range of benefits, including private healthcare insurance, daily food allowance in the office, sport compensation and more.