Trade Desk Representative

vor 3 Wochen

Zug, Schweiz Interactive Brokers Vollzeit

Responsibilities

Investigation of client inquiries encompassing a broad array of themes, including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiriesResolve routine and complex client inquiries, concerns, and complaints thoroughly and expeditiously via telephone, tickets, and chats, utilizing sound judgment emphasizing courtesy.Familiarize with various proprietary platforms, including trading systems and administrative portals, to educate clients to align with our self-service and highly automated business model.Assist and support the Quality Assurance Department with complaint resolution.Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance and other service groups worldwide.Analyse existing systems and procedures to recommend and assist in implementing enhancements and contribute to developing client service systems, policies and procedures.


Qualification & Skills

Banking apprenticeship or university degree in finance, economics or a related fieldMinimum two years of financial industry experienceIn-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulationsExcellent product knowledge: Equities, Options, Futures, Options on Futures, Fixed income, Mutual Funds, FX, CFDs, etc.Strong PC technologies proficiency: Advanced Excel, Office Suite, EmailTrouble-shooter with a critical thinking mindset, passionate about technology and financial marketsSelf-starter, able to handle stress, with the ability to work independently as well as part of a teamFluent in English with strong verbal and written communication skillsAdditional languages:GermanFINRA SIE and Series 7 or interest in obtaining the certification

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