Client Services - Financial Services Representative

We are 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.Salary: $65-$75kResponsibilities: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 SPANISHBachelor's or advanced degree is required.If you meet the required qualifications and are interested in this role, please apply today.The Solomon Page DistinctionOur 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 PageFounded 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: and connect with us on Facebook, and LinkedInOpportunity Awaits.

Created: 2025-01-26