🎁 Interactive Brokers | Client Service Representative - Tax Reporting/Retirement


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  • Link: Client Service Representative - Tax Reporting/Retirement from Interactive Brokers

  • Dates: All year 2019.
  • Job location: Chicago, USA.
  • Job description: Review and address client issues/inquiries. Perform tax and IRA related account maintenance transactions. Maintain current knowledge of trends and developments impacting retirement accounts. Troubleshoot escalated customer reported issues. Assists with root cause analysis and resolution. Escalate system, partner and customer issues clearly and timely. Facilitate resolution of customers’ issues. Communicate to stakeholders the status of customer related issues and/or projects using issue management system.