Corporate Actions Global Client Services Associate
Description
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.
Key Responsibilities:
- Resolve routine and complex client service corporate action issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
- Stay abreast of any upcoming corporate actions and utilize iBKR’s internal systems to track the terms and conditions of those corporate actions.
- Communicate to the client in a clear and concise manner exactly what is required of the customer to facilitate their voluntary corporate action decisions.
- You will be the liaison between the back office corporate action team and the client. These communications will be time sensitive so it is crucial to stay abreast of the upcoming events.
- Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures
Qualifications & Experience:
- University degree (NFQ level 7) in finance, economics or related field
- 2-3 years’ experience
- Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearing house) preferred but not required
- Strong verbal and written communication skills to accommodate client inquiries directed via telephone, web ticket or online chat
- In depth understanding of the following financial instruments: stocks, bonds, options, futures, options on futures, foreign exchange and funds
- Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies
- Ability to work in a dynamic, medium-size office environment
- Fluent in English required and any other EU language is a plus
If you are motivated, have strong initiative, are analytical and methodical; we can offer you a position that will both challenge and reward you. You will be part of an exciting team that is helping to shape one of the world’s strongest brokerage brands. We are looking forward to receiving your online application.