Financial Services Representative

Solomon Page; Chicago (IL); On-site; USD 65,000 - 75,000; Full time

Job summary

A leading company in financial services is seeking motivated individuals to join their Institutional Services group in Chicago. The ideal candidate will possess strong analytical skills and technical aptitude, excelling in resolving client inquiries and issues. If you have a background in financial services and are passionate about technology, this role offers a great opportunity for career advancement.

Benefits

401(k)

Medical insurance

Paid paternity leave

Qualifications

• Experience in financial services is preferred.
• Strong verbal and written communication skills.
• In-depth understanding of financial instruments such as stocks and securities.

Responsibilities

• Resolve routine and complex client service issues with an emphasis on courtesy.
• Handle client inquiries about trading platforms and account functions.
• Coordinate activities with other Customer Service divisions.

Skills

Analytical skills

Communication

Technical aptitude

Education

Bachelor’s or advanced degree

Job description

22 hours ago Be among the first 25 applicants

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This range is provided by Solomon Page. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $75,000.00/yr

Direct message the job poster from Solomon Page

Our client is seeking several motivated individual to join our Institutional Services groups. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. The successful candidate will be motivated, have strong initiative, analytical and methodical.

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.

Required Qualifications:

• Experience in financial services position (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 URGENT NEED FOR PORTUGUESE AND SPANISH
• Bachelor’s or advanced degree is required.

If you meet the required qualifications and are interested in this role, please apply today.

The Solomon Page Distinction

Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve.

About Solomon Page

Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.

Opportunity Awaits.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

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Inferred from the description for this job

401(k)

Medical insurance

Paid paternity leave

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