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Interactive Brokers is expanding client service operations in Chicago, IL with Tax Reporting and Individual Retirement Account (IRA) operations. Tax Reporting and IRA Services is a cross-divisional team that supports Retail and Institutional clients with first and second-level support on basic and moderately complex issues. Specialists provide competency on tax, IRA and other retirement plan product and service questions. The candidate will possess knowledge to successfully troubleshoot, research, and move customer queries related to cost basis, status change, withholding, compliance, US indicia and reporting. The Client Service Specialist works closely with the Tax Department and other stakeholders to ensure the accuracy and integrity of tax reporting and IRA maintenance.
The ideal candidate will have a background in financial markets, have experience in stocks and options. Full understanding of futures, and foreign exchange spot markets.
Responsibilities:Provide ongoing support to external and internal clients, including but not limited to:
Areas of concentration include the following:
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
Full Time
$65k-85k (estimate)
05/07/2024
05/20/2024
interactivebrokers.com
SECAUCUS, NJ
1,000 - 3,000
1977
Public
$1B - $3B
Investment Management
IB provides trade execution and clearing services for individuals, advisors and brokers.