Solomon Page · 2 hours ago
Financial Services Representative
Chicago, IL
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $75K/yrSolomon Page is a specialty niche provider of staffing and executive search solutions. They are seeking motivated individuals to join their Institutional Services groups, focusing on resolving client service issues and providing support across various financial instruments.
Asset ManagementConsultingProfessional Services
Hiring Manager
Joe Mack
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
Qualification
Required
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
Company
Solomon Page
Founded in 1990, Solomon Page is a leading staffing and executive search firm headquartered in New York City with offices across the United States.
Founded in 1990
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Lloyd Solomon
Managing Director
Rachel Tigges
CMO
Company data provided by crunchbase