Description

Interactive Brokers Group is expanding its Client On-Boarding department (OB) at our office center in Greenwich, CT. We are searching for candidates with prior experience in the financial services industry, who can support new customers in a seamless transition to Interactive Brokers. The mission being to build and maintain a positive relationship by listening to their needs and anticipating their expectations so all goals are met. The OB representative’s objective is to ensure that every new client has positive first experience and a solid understanding of the tools and products offered by IB.

RESPONSIBILITIES:

• Reach out to top tiered new clients and determine needs and objectives.
• Work closely with IB sales representatives to better understand client needs and objectives.
• Assist clients with account configuration to match account specifications.
• Assure that trading platforms are configured in a manner that meets trading needs.
• Provide basic TWS training for those unfamiliar with IB’s trading platforms.
• Respond to questions about the tools and products offered by IB.
• Assist with account and fund transfers.
• Act as client liaison by communicating with other internal departments such as, Sales, Clearing,          compliance, Funds & Banking and Professional Services.
• Build and maintain positive relationship with clients so that a foundation of trust is established.

QUALIFICATIONS:

Education: Bachelor’s degree in Finance, Economics, Business Administration or other related field, or equivalent work experience.  The candidate must possess general market knowledge in futures, options, equities and the FX markets.

Experience: Prior experience in financial industry, specifically client services and or solid clearing background.

Skills: Must have excellent communication skills and possess the ability to work well with others. Strong verbal and written expertise is required.

Computer skills: Working knowledge of PC technologies, including Microsoft Office, Word, and Excel.

Registrations: FINRA Series 7 or willingness to obtain.

BENEFITS:

• Medical and Dental Insurance
• 401K Plan
• Daily Lunches
• Covered Parking
• Working with an established leader in trading technology

This position is located in Greenwich, CT and commutable by Metro North

http://interactivebrokers.hrmdirect.com/employment/view.php?req=71896&jbsrc=1014

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