Financial Services Representative II

Responsibilities

• Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
• Client inquiries typically encompass a broad array of themes including : Operability of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including 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 fee.

• Collaborate with local or international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
• Customer service is the primary function where calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures.

Uses computerized system for tracking, information gathering, and / or troubleshooting. Requires general knowledge of the organization, products, and / or services to assess needs and suggest solutions.

Qualifications

• Experience in financial services (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
• Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat.
• In depth understanding of the following financial instruments : stocks, securities options, futures, options on futures, foreign exchange, and fixed income.
• Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies.
• Multi-language skills an advantage

Requirements

• Bachelor's degree in Finance, Economics, Business Administration or other related field, or equivalent work experience
• 2+ years of financial services experience (e.g., brokerage, banking, trading, exchange, or clearinghouse industry)
• Registrations : FINRA Series 7, 63 or ability to obtain licenses.

Company 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 benefits. Company paid medical healthcare premium.
• Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
• Paid time off and a generous parental leave policy
• Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack
• Corporate events, including team outings, dinners, volunteer activities and company sports teams
• Education reimbursement and learning opportunities
• Modern offices with multi-monitor setups

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