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Fort Lauderdale

    Bilingual Trade Issues - Fort Lauderdale, United States - Interactive Brokers

    Interactive Brokers
    Interactive Brokers Fort Lauderdale, United States

    3 weeks ago

    Default job background
    Description

    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 (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.
  • Spanish Fluency
    • 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
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