Client Services Representative - Trade Issues

Interactive Brokers' fast-growing online brokerage unit is expanding its Client Services operations. We seek a passionate candidate with strong analytical and client service skills.

 

Due to the continued expansion of our business activities, we have the following exciting opportunity for a motivated professional. 

 

Key Responsibilities:

• Investigation of client inquiries encompassing a broad array of themes, including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiries
• Resolve routine and complex client inquiries, concerns and complaints via telephone, tickets, and chats thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy.
• Familiarize with various proprietary platforms, including trading systems and administrative portals, to educate clients to align with our self-service and highly automated business model.
• Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance and other service groups worldwide.
• Analysis of existing systems and procedures to recommend and assist in implementing enhancements
• Contribute to the development of client service systems, policies and procedures.

 

Qualifications & Experience:

• Fluent in English with strong verbal and written communication skills
• University degree/Bachelor's in finance, economics, or related field with a minimum of two years of financial industry experience
• If Fresher, MBA or Master's Degree in Finance or a related field. Candidates with trading experience would be preferred.
• In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulations
• Excellent product knowledge: Equities, Options, Futures, Options on Futures, Fixed income, Mutual Funds, FX, CFDs, Crypto
• Strong PC technologies proficiency: Advanced Excel, Office Suite, Email
• Trouble-shooter with a critical thinking mindset, passionate about technology and financial markets
• Self-starter, able to handle stress, with the ability to work independently as well as part of a team
• NISM-certified Series 7 (Capital markets) and Series 8 (Equity Derivatives) or in the process of obtaining both certifications 

 

Company Benefits & Perks: 

• Competitive salary package.
• Performance-based annual bonus (cash and stocks).
• Group Medical & Life Insurance.
• Modern offices with free amenities and fully stocked cafeterias.
• Monthly food card and company-paid snacks.
• Hardship/shift allowance with company-provided pickup & drop facility*
• Attractive employee referral bonus.
• Frequent company-sponsored team-building events and outings.

 

* Depending upon the shifts.

**The benefits package is subject to change at the management's discretion.

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Last updated on Aug 20, 2024