Case Manager Dispute Resolution

Company Overview

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.

Barrons 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.

About the Role

Interactive Brokers is seeking a detail-oriented and analytical professional to join our Dispute Resolution team. This role is critical in maintaining client trust and regulatory compliance by investigating and resolving complex client complaints and regulatory inquiries. The ideal candidate will combine strong analytical skills with exceptional written communication to deliver professional compliant resolutions.

Position Overview

As a Case Manager - Dispute Resolution you will investigate client complaints using proprietary systems and external platforms analyze trading activity and provide clear well-documented resolutions to client concerns and regulatory matters.

Key Responsibilities

Complaint Investigation & Resolution

Conduct comprehensive investigations into client complaints across equities options futures forex and fixed income including :

• Trade Execution Issues : Order routing non-executions delayed executions erroneous fills and execution quality concerns
• Account Funding : Deposit / withdrawal delays rejected transactions third-party fees and asset transfer issues
• Corporate Actions : Dividend payments stock splits mergers and acquisitions and other corporate event processing
• Reporting & Tax Matters : Cost basis discrepancies dividend allocation and withholding tax concerns
• Platform & Technology : Connectivity issues platform functionality and data discrepancies
• Account Administration : Margin calls liquidations interest charges and fee disputes
• Client Service Quality : Communication concerns and service level complaints

Documentation & Communication

Process Improvement

Required Qualifications

Valued Additional Experience

Company Benefits & Perks :

Required Experience :

Manager

Key Skills

Project Portfolio Management,Motivational Interviewing,HIPAA,Computer Skills,Intake Experience,Lean Six Sigma,Conflict Management,Case Management,Team Management,Program Development,Social Work,Addiction Counseling

Employment Type : Full Time

Experience : years

Vacancy : 1