Client Services Representative Key Account Services

Client Services Representative Key Account Services

Interactive Brokers Group, Inc. (Nasdaq : IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

About Your Team

A Client Services Representative in the Key Accounts Group will coordinate activities with other local and international Customer Service teams and contribute to the development of client service systems, policies and procedures. The ideal candidate will possess the ability to resolve both routine and complex client service issues in a thorough and timely manner, utilizing sound judgment with an emphasis on courtesy.

Your Responsibilities Within Ibkr

Client inquiries typically encompass a broad array of themes, including :

• Operations of IB Trader Workstation, Client Portal 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 fees

Required Skills

To Be Successful In This Position, You Will Have The Following :

Company Benefits & Perks

The anticipated base salary range for this role is $75,000 to $85,000 annually, based on skills and experience. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and a stock award, as well as a wide range of benefits, including healthcare, tuition reimbursement, and more.