Financial Services - Funds and Banking Representative

This is a hybrid role (3 days in office / 2 days remote)

About your team:

We seek professional candidates with experience in funds and banking operations. The Financial Services Funds & Banking Representative position is an ideal opportunity for a technology-oriented financial services professional to work at the cutting edge of the brokerage industry.

What will be your responsibilities within IBKR:

Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment while emphasizing courtesy.

The team handles a variety of inquiries relating to:

• Asset transfers
• Checks/wire deposits and withdrawals
• ACH deposits and withdrawals
• Secure transactions
• IRA contributions/distributions
• Tax reporting
• Fraud prevention

Which skills are required:

• Experience: A preferred candidate possesses 3 years of brokerage or banking industry experience emphasizing cashiering and position transfer functions. Knowledge of retirement accounts and tax considerations is a plus
• Education: A bachelor’s degree in finance or a business-related discipline is required
• Technical Requirements: Basic computer skills, including familiarity with Microsoft Office and web-based applications
• Other: The position involves extensive client contact, which requires strong communication skills (verbal and written), a courteous demeanor, and the ability to exhibit sound judgment and decision-making

To be successful in this position, you will have the following:

• Self-motivated and able to handle tasks with minimal supervision
• Superb analytical and problem-solving skills
• Excellent collaboration and communication (verbal and written) skills
• Outstanding organizational and time management skills

Company Benefits & Perks

• Competitive salary, annual performance-based bonus, and stock grant
• Retirement plan 401(k) with competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision coverage. Company-paid medical healthcare premium
• Wellness screenings and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)
• Paid time off and a generous parental leave policy
• Daily company lunch allowance and a fully stocked kitchen with healthy options for breakfast and snacks
• Corporate events, including team outings, dinners, volunteer activities, and company sports teams
• Education reimbursement and learning opportunities
• Modern offices with multi-monitor setups

The role's anticipated base salary range is $65,000 to $75,000 annually, based on skills and experience. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and stock award, as well as a wide range of benefits including health care, tuition reimbursement, and much more.