Trade Desk Associate I

Interactive Brokers Group, Inc. is a global financial services company known for its cutting-edge technology and client commitment. The Trade Desk Associate I role involves investigating and resolving complex trade-related inquiries to maintain high client satisfaction, while collaborating with various departments to ensure seamless client experiences.

Responsibilities

• 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

Skills

• Early-career or junior professional with one to three years of experience (e.g., brokerage, trading, exchange, or clearinghouse)
• 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
• 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

Benefits

• Competitive salary, annual performance-based bonus and stock grant
• Retirement plan 401(k) with 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)
• 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
• Discretionary cash bonus
• Stock award
• Health care
• Tuition reimbursement

Company Overview

Company H1B Sponsorship