Jobs
>
Chicago

    Financial Services Representative - Chicago, Illinois, United States - Interactive Brokers

    Interactive Brokers
    Interactive Brokers Chicago, Illinois, United States

    3 weeks ago

    Default job background
    Description


    Job Summary



    We are seeking several professional individuals to join our Client Services Department. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.


    The successful candidates will be motivated, have strong initiative, analytical and methodical. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.


    Essential Duties and 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.
    • Coordinate activities with other local and 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 position (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 or advanced degree is required.

    POSITIONS AVAILABLE in Chicago, IL, Fort Lauderdale, FL, and Greenwich, CT


    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

    #LI-NB1


  • Jim Tom - State Farm Agent

    Customer Service Representative

    3 days ago

    Jim Tom - State Farm Agent Chicago, United States

    Customer Service Representative/Agent Team Member wanted for a State Farm Agency in Chicago. Insurance experience is preferred, but we'll train the right person with the right skill set. You must possess required Insurance Licenses or be able to obtain asap. · **BENEFITS**: · - B ...

  • Aqua Mobile Swim School

    Customer Service Representative

    1 week ago

    Aqua Mobile Swim School Chicago, United States

    **Benefits**: · - Competitive salary · - Dental insurance · - Flexible schedule · - Paid time off · We are hiring a customer service representative to manage customer queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a ...

  • Shirley Ryan AbilityLab

    Customer Services Representative

    1 week ago

    Shirley Ryan AbilityLab Chicago, United States

    By joining our team, you'll be part of our life-changing Mission and Vision. You'll work in a truly inclusive environment where diversity and equity are championed through words and actions. You'll contribute to an innovative culture that is second to none, one that embraces curi ...

  • Farmers Insurance

    Customer Service Representative

    5 hours ago

    Farmers Insurance Chicago, United States

    **IMMEDIATE OPENING** · Farmers Insurance agencies across the Greater Chicago Area are seeking Customer Service Representatives to join their growing teams If you want to be a part of a winning and competitive culture, then this may be the career for you · Customer Service Repres ...

  • Freddie Villacci, Jr. - State Farm Agent

    Customer Service Representative

    4 days ago

    Freddie Villacci, Jr. - State Farm Agent Chicago, United States

    Are you passionate about delivering exceptional customer service and making a positive impact? State Farm is thrilled to present an outstanding career opportunity as a Customer Service Representative (CSR) on Freddie Villacci's team. We believe that Freddie Villacci's team is the ...

  • WholeHealth Chicago

    Patient Service Representative

    1 week ago

    WholeHealth Chicago Chicago, United States

    The Patient Service Representative (PSR) Team at WholeHealth Chicago champions Practice hospitality and efficient access to Practice resources by patients, families, care providers, and others. · The individual PSR applies customer service skills to triage incoming communications ...

  • State Farm Insurance

    Customer Service Representative

    1 week ago

    State Farm Insurance Chicago, United States

    State Farm Agent in Chicago seeks a bilingual spanish/english Customer Service / Sales Representative/Agent Team Member. · **Benefits offered**: · - Base comp plus bonus based on performance · - Paid time off · - Profit Sharing Plan · - Health prem allowance · - M-F 9-5 (no eveni ...

  • STATE FARM INSURANCE

    Customer Service Representative

    1 week ago

    STATE FARM INSURANCE Chicago, United States

    State Farm Insurance Agent Customer Service Representative/Agent Team Member wanted · **BENEFITS OFFERED**: · - Base comp · - Bonus based on performance · - Paid time off · - Profit Sharing Plan · - Health prem allowance · - M-F 9-5 (no evenings/weekends) · - Training and profess ...

  • STATE FARM INSURANCE

    Customer Service Representative

    5 hours ago

    STATE FARM INSURANCE Chicago, United States

    State Farm Insurance Agency seeks a bilingual spanish/english Customer Service / Sales Rep/Agent Team Member, for an in office position at a State Farm Agent's office located in on the north side of Chicago. · **Benefits offered**: · - Base comp plus bonus based on performance · ...

  • VitalSkin Dermatology

    Patient Service Representative

    1 week ago

    VitalSkin Dermatology Chicago, United States

    As a **Patient Service Representative**, at our Bucktown dermatology practice, you** **will be responsible for providing superior patient experience / customer service, in addition to processing prior authorizations; scheduling patient appointments and completing on-demand eligib ...

  • Avient

    Customer Service Representative

    5 hours ago

    Avient Chicago, United States

    Avient Corporation provides specialized and sustainable material solutions that transform customer challenges into opportunities, bringing new products to life for a better world. Examples include: · - Barrier technologies that preserve the shelf-life and quality of food, beverag ...

  • Mission Wealth Management LP

    Client Service Representative

    1 week ago

    Mission Wealth Management LP Chicago, United States

    As a Barron's Top 100 RIA firm and voted _Best Places to Work_ by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic **Client Services Representative** to join our high-performing Operations department. This is an ...

  • Keynote Business Solutions

    Customer Service Representative

    3 days ago

    Keynote Business Solutions Chicago, United States

    Job Overview: · We are seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be the first point of contact for our customers, providing exceptional service and support. This role requires excellent communication skills, attenti ...

  • Jim Tom - State Farm Agent

    Customer Service Representative

    1 week ago

    Jim Tom - State Farm Agent Chicago, United States

    State Farm Insurance & Financial Services Agency is hiring You'll provide our insurance customers support services and sales for our personal/commercial insurance customers. · **Responsibilities** · - Use an insurance customer-focused, needs-based review process to educate insura ...

  • David Rasmussen Ins Agency Inc

    Customer Service Representative

    1 week ago

    David Rasmussen Ins Agency Inc Chicago, United States

    The Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintaining knowledge of our products, and answering any questions our clients may have. · **Benefits** ...

  • Stryker Corporation

    Customer Service Representative

    1 week ago

    Stryker Corporation Chicago, United States

    Why customer service at Stryker? · Are you interested in making a difference in healthcare by assisting sales reps and building relationships with customers? As a member of our customer services team, that is exactly what you will do Here, you will be a part of a dynamic and supp ...

  • Jim Tom - State Farm Agent

    Customer Service Representative

    1 week ago

    Jim Tom - State Farm Agent Chicago, United States

    State Farm Insurance Agency is hiring a Customer Service Representative/Agent Team Member to provide our insurance customers service and sales support for our personal/commercial insurance products. · **BENEFITS**: · - Base comp (doe) · - Bonus based on production · - Professiona ...

  • The University of Chicago Medicine

    Patient Services Representative

    1 week ago

    The University of Chicago Medicine Chicago, United States

    **Job Description**: · Be a part of a world-class academic healthcare system at **UChicago Medicine** as a **Patient Services Representative **in our **Heart and **Vascular Clinic** in **Hyde Park**. · In this role, the **Patient Services Representative** schedules medical proced ...

  • State-Farm-Insurance

    Customer Service Representative

    3 days ago

    State-Farm-Insurance Chicago, United States

    State Farm Insurance Agent Customer Service Representative/Agent Team Member wanted · **BENEFITS OFFERED**: · - Base comp (doe) · - Bonus opportunity based on performance · - Paid time off (personal time/holidays) · - Profit Sharing Plan · - Health prem allowance · - Monday-Frida ...

  • State-Farm-Insurance

    Customer Service Representative

    1 week ago

    State-Farm-Insurance Chicago, United States

    State Farm Insurance Agent Customer Service Representative/Agent Team Member wanted · **BENEFITS OFFERED**: · - Base comp (doe) · - Bonus opportunity based on performance · - Paid time off (personal time/holidays) · - Profit Sharing Plan · - Health prem allowance · - Monday-Frida ...