Bilingual Trade Issues (Spanish/English Fluent)

Interactive Brokers

May 19

Applications are closed

Job
Full-time
Entry Level
Banking & Finance
Fort Lauderdale

Requirements

Experience in financial services (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat.
In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, and fixed income.
Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies.
Multi-language skills an advantage
Bachelor’s or advanced degree is required.
Spanish Fluency

Responsibilities

Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
Client inquiries typically encompass a broad array of themes including:
Operability of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools;
Cash deposit and withdrawal activity, position transfers, and account administrative functions.
Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic;
Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions.
Margin calculations; Commission structure, interest, and fee.
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.
Customer service is the primary function where calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions.

FAQs

What qualifications are required for the Bilingual Trade Issues (Spanish/English Fluent) position?

The ideal candidate for this position should have strong math and technical aptitude, be fluent in both Spanish and English, possess strong troubleshooting skills, and be able to explain complex subjects.

What skills are important for success in this role?

Important skills for success in this role include strong analytical abilities, initiative, methodical thinking, and the ability to identify opportunities for technology-based improvements.

What can I expect from the work environment if I join the Financial Services Representative team?

If you join our team, you can expect a challenging and rewarding work environment that will allow you to grow and develop in your career.

How can I apply for this position?

To apply for the Bilingual Trade Issues (Spanish/English Fluent) position, please submit your application online for review.

Is there room for growth and advancement within this role?

Yes, there is room for growth and advancement within this role for motivated individuals who demonstrate strong initiative and a desire to learn and develop in their career.

Interactive Brokers

The Professional’s Gateway to the World’s Markets.

Finance

Industry

1001-5000

Employees

Mission & Purpose

Rated #1 Best Online Broker in 2023 for 6 consecutive years by Barron's. Interactive Brokers Group (Nasdaq: IBKR) and its predecessor companies have been building trading technology for over 45 years. Interactive Brokers Group’s consolidated equity capital exceeds $10 billion. Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools. Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com