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- Link: Client Service Representative – Tax Reporting/Retirement from Interactive Brokers
- Dates: Until December 31, 2017.
- Job location: Chicago, USA.
- Job description: Handle escalated Tax and IRA service issues. Respond to retail and professional client inquiries. Coordinate activities with local and international Customer Service divisions and third-party agencies. Resolve client service issues. Perform tax and IRA related account maintenance transactions, including IRA transfers, IRA distributions, cost basis updates, and dividend tax classifications. Research, verify, and facilitate corrected IRS tax forms for proper reporting of client transactions. Be updated about trends and developments impacting retirement accounts, including IRS regulations.
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