Client Services Representative

2 - 6 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As an Interactive Brokers team member, you will be part of a company that has been a leader in financial innovation for over four decades. Your role will involve interacting with a diverse clientele base, providing assistance with various financial products and technologies, and ensuring client satisfaction through your expertise and professionalism. Key Responsibilities: - Respond to retail and professional clients" inquiries through inbound calls, email, and online chat. - Gain a comprehensive understanding of the products offered by Interactive Brokers on global exchanges. - Help clients with account opening and funding processes. - Demonstrate the functionality of the Trader Workstation to clients. - Clarify margin requirements for clients. - Investigate and resolve trade issues and order executions. - Stay informed about the impact of securities regulations on customers. Qualifications: - Minimum of 2 years of experience in trading or brokerage services. - A Bachelor's degree from a university is a prerequisite. - Possession of NCFM/NISM certifications in capital markets, derivatives, and currency derivatives. - Proficiency in MS Excel at an advanced level. - Fluent in English. - Strong quantitative and analytical skills. - Excellent verbal and written communication abilities. Additional Details: Interactive Brokers offers a range of benefits and perks to its employees, including: - Competitive salary package. - Performance-based annual bonus in cash and stocks. - Group Medical & Life Insurance coverage. - Modern offices with complimentary amenities and fully stocked cafeterias. - Monthly food card and company-paid snacks. - Hardship/shift allowance with provided pickup and drop facility. - Employee referral bonus scheme. - Regularly organized team building events and outings sponsored by the company. Please note that the benefits package is subject to change at the management's discretion.,

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Interactive Brokers logo
Interactive Brokers

Financial Services

Greenwich

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