Trade Desk Associate I

Location: Chicago, IL

Department: Client Services

This is Hybrid role (4 days in office /1 day remote)

About your Team:

We are seeking a detail-oriented and client-focused individual to join the Trade Issues team. This role is critical in maintaining our high standards of client satisfaction by investigating and resolving complex trade-related inquiries. The successful candidate will serve as a subject matter expert on trading systems and processes, working collaboratively across multiple departments to ensure seamless client experiences.

 What will be your responsibilities within IBKR: 

• Investigation of client inquiries encompassing a broad array of themes, including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiries
• Resolve routine and complex client inquiries, concerns, and complaints thoroughly and expeditiously via telephone, tickets, and chats, utilizing sound judgment with an emphasis on courtesy
• Familiarize yourself with various proprietary platforms, including trading systems and administrative portals, to educate clients in alignment with our self-service and highly automated business model
• Assist and support the Quality Assurance Department with complaint resolution
• Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering, Compliance, and other service groups worldwide
• Analyze existing systems and procedures to recommend and assist in implementing enhancements and contribute to developing client service systems, policies, and procedures

 

What required skill’s you need:

• Experience: Early-career or junior professional with one to three years of experience (e.g., brokerage, trading, exchange, or clearinghouse) 
• Education: A bachelor’s degree in finance or a business-related discipline is required
• In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulations
• Excellent product knowledge: Equities, Options, Futures, Options on Futures, Fixed income, Mutual Funds, FX, CFDs, etc.
• Strong PC technologies proficiency: Advanced Excel, Office Suite, Email
• Trouble-shooter with a critical thinking mindset, passionate about technology and financial markets
• Self-starter, able to handle stress, with the ability to work independently as well as part of a team
• FINRA SIE and Series 7 or interest in obtaining such certifications

 

To be successful in this position, you will have the following:

• Self-motivated and able to handle tasks with minimal supervision.
• Superb analytical and problem-solving skills.
• Excellent collaboration and communication (Verbal and written) skills.
• Outstanding organizational and time management skills.

 

Company Benefits & Perks

 

This roles anticipated base salary range is 65,000 to $75,000 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 stock award as well as a wide range of benefits, including health care, tuition reimbursement and much more.