Customer Service Representative- Series 7 & 63/66 Registrations Required

• Company

  PEAK6 Investments, LP

• Location

  USA-IL-Chicago

• Remuneration

  Not Specified

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  23-Oct-2013

• eFC Ref no

  1297452

provide effective customer service for all OptionsHouse customers by utilizing excellent, in-depth knowledge of all retail services including trading tool features and functionality, account management, and general questions that cover all aspects of OptionsHouse.

PEAK6 Investments, established in 1997, is a leading financial institution in Chicago with a demonstrated track record of success in proprietary trading. Specializing in inventory and risk management, PEAK6 Investments employs state of the art technology and proprietary tools and is thoroughly committed to building the next generation of automated trading systems and businesses. PEAK6 is constantly expanding its commercial focus to include leading-edge initiatives in the hedge fund, online media, retail options brokerage and institutional trading segments. Voted Chicago's Best and Brightest Employers to Work For, four of the last five years, PEAK6 Investments offers: competitive salary, performance bonuses, and a great benefits package including: medical, dental, vision, 401K, paid vacation, sickness and disability benefits, life insurance, tuition reimbursement, along with a casual work environment and dress code and the occasional yoga class. PEAK6 currently employs over 400 professionals and is rapidly growing in scope, complexity and depth of operation. OptionsHouse, LLC is seeking a Customer Service Representative to join our growing team.
The ideal candidate would be responsible for providing effective customer service for all OptionsHouse customers by utilizing excellent, in-depth knowledge of all retail services including trading tool features and functionality, account management, and general questions that cover all aspects of OptionsHouse. In addition the ideal candidate must be able to demonstrate past positive team work and the ability to effect change.
Key Skills and Responsibilities:

• Provide timely and accurate information to customers regarding trading platform functionality and account status requests
• Interface with the sales, operations, trade desk and technology to present a streamlined, positive experience for our customers
• Effectively and efficiently communicate with customers via email, live chat and phone with the intent to exceed the customer's expectations
• Use and suggest promotions to influence prospective customers to fund their account and trade using OptionsHouse
• Provide timely feedback to senior management regarding corporate issues as they relate to frontline customer interactions
• Review customer communications and provide recommendations for ways to improve interactions and streamline processes
• Willing to learn responsibilities outside of the customer service group to assist with departments such as operations and trade desk
• Following up with customer inquiries, issues or information requests promptly
• Ability to prioritize and manage time effectively especially during high call, chat and e-mail volume
• Perform other related duties as assigned
• Question processes and find efficiencies and creative ways to positively increase the customer experience

Job Requirements:

• Strong customer orientation
• NASD Series 7 and Series 63 or 66 registrations
• Experience with Microsoft Office is a must: MS Excel, Word and Outlook
• Computer proficiency and the ability to quickly learn new software
• Excellent verbal/written interpersonal and communication skills
• Performance and integrity levels with proven experience as a strong team player

Preferred Skills:

• Customer service experience in retail brokerage or other financial services firm
• Options industry experience preferred
• Futures industry experience a plus
• Personal or professional trading experience
• CRM software experience

See Job Description

• Apply online