Entry Level Financial Services Career Opportunities | Chicago, IL, USA
Interactive Brokers9 months ago
Chicago, Illinois, United States
On-site
Full-time
Beginner Level (< 1 year)
Job Description
Position Overview
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, operating in over 15 countries. With over four decades of financial innovation and recognized by Barron’s as the #1 online broker for six consecutive years, our cutting‐edge technology and client commitment set us apart. We are seeking several motivated individuals to join our Institutional Services groups. The ideal candidate will have strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology‐based improvements. This position will both challenge and reward you.
Key Responsibilities
- Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
- Address client inquiries regarding the operability of IB Trader Workstation, Web Trader, and Mobile Trader execution platforms, including trading modules, analytical tools, cash deposit/withdrawal activity, position transfers, and account administrative functions.
- Handle inquiries on product availability, exchange functions, order types, routing logic, trade settlement, margin calculations, commission structures, interest, and fees.
- Coordinate with local and international Customer Service divisions and external departments (Programming, Clearing, Cashiering, Compliance) to resolve issues.
- Utilize computerized systems for tracking, information gathering, and troubleshooting to assess client needs and suggest effective solutions.
Required Qualifications
- Experience in a financial services environment (e.g., brokerage, banking, trading, exchange, or clearinghouse) is preferred but not required.
- Strong verbal and written communication skills for client interactions via telephone, email, or online chat.
- In-depth understanding of financial instruments including stocks, securities options, futures, options on futures, foreign exchange, and fixed income.
- Working knowledge of exchange operations, regulations, product offerings, execution platforms, and margin methodologies.
- Bachelor's or advanced degree is required.
- Multi-language skills are an advantage.
Benefits & Perks
- Competitive salary, annual performance-based bonus and stock grant.
- Retirement plan 401(k) with a competitive company match.
- Excellent health and wellness benefits, including medical, dental, and vision (company-paid medical healthcare premium).
- Wellness screenings, health coaches, and counseling services through an Employee Assistance Program (EAP).
- Paid time off and a generous parental leave policy.
- Daily company lunch allowance and a fully stocked kitchen with healthy options for breakfast and snacks.
- Corporate events including team outings, dinners, volunteer activities, and company sports teams.
- Education reimbursement and learning opportunities.
- Modern offices with multi-monitor setups.
Required Skills
Problem Solving
Analytical Thinking
Communication
Financial Services
Customer Service
Trading Platforms Knowledge
Troubleshooting