🎁 Interactive Brokers | Financial Advisor Services Representative


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  • Link:Financial Advisor Services Representative from Interactive Brokers

  • Dates: All year 2018.
  • Job location: Chicago, USA.
  • Job description: Be the face to top-tier clients, focusing on financial advisors, provide solutions to inquiries while complying with all policies, practices and procedures. Give solutions to problems including: trade-related issues, trade and margin analysis, account management and funding, product (cash market, equities and derivatives) and exchange knowledge (global), technical services, securities regulations. Coordinate various departments, analyze and escalate issues appropriately. Develop new customer service technologies, assessments of existing systems, review and audit projects, etc.