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Financial Services - Funds & Banking Representative

Chicago, IL

Company Overview

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.

This is a hybrid role (3 days in the office / 2 days remote).

Job Summary

We are looking for professional candidates with experience in Funds and Banking operations. The Financial Services Funds & Banking Representative position is an ideal opportunity for a technology-oriented financial service professional to work at the cutting edge of the brokerage industry. 

What will be your responsibilities within IBKR: 

Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment while emphasizing courtesy.

The team handles a variety of inquiries relating to:

  • Asset transfers
  • Checks/Wire deposits and withdrawals
  • ACH deposits and withdrawals
  • Secure Transactions
  • IRA contributions/distributions
  • Tax reporting
  • Fraud Prevention

 Which skills are required:

  • Experience: A preferred candidate possesses 3 years of brokerage or banking industry experience emphasizing cashiering and position transfer functions—knowledge of retirement accounts and tax considerations a plus.
  • Education: A bachelor’s Degree in finance or business-related discipline is required.
  • Technical Requirements: Basic computer skills, including familiarity with Microsoft Office and web-based applications
  • Other: The position involves extensive client contact, which requires strong communication skills (verbal and written), a courteous demeanor and the ability to exhibit sound judgment and decision-making. 

 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

  • 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, and a 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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We firmly believe that we work best in the office together but understands that some flexibility is warranted to those positions that can work productively in a remote environment. IBKR employees, whose role allows them to work remotely, will have the opportunity to do so up to two (2) days per week.

For fresh graduates please mention 'NA'. 

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