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Financial Services Representative
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- 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.
- Experience in financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
- In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, and fixed income.
- Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
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