Financial Services - Funds and Banking Representative

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 office / 2 days remote)

About your team:

We seek 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 services 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 is a plus
• Education: A bachelor's degree in finance or a 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 competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision coverage. 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 and a fully stocked kitchen with healthy options for breakfast and snacks
• Corporate events, including team outings, dinners, volunteer activities, and company sports teams
• Education reimbursement and learning opportunities
• Modern offices with multi-monitor setups

The role's 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.