Client Services Representative

2 - 6 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a member of Interactive Brokers, you will be part of a global financial services company known for its cutting-edge technology and client commitment. Your role will involve interacting with a diverse clientele base, providing assistance with account opening, trade executions, and offering guidance on various financial products. Key Responsibilities: - Respond to retail and professional clients" inquiries through inbound calls, email, and online chat - Gain a comprehensive understanding of products offered by IB on global exchanges - Assist clients in opening and funding accounts - Demonstrate the functionality of the Trader Workstation to clients - Educate clients on margin requirements - Investigate and resolve trade issues and order executions - Stay informed about securities regulations and their impact on customers Qualifications: - 2 years of experience in trading or brokerage services - University degree (Bachelors) is required - NCFM/NISM certifications in capital markets, derivatives, and currency derivatives - Proficiency in MS Excel - Fluent in English - Strong quantitative and analytical skills - Excellent oral and written communication skills Additional Company 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 free amenities and fully stocked cafeterias - Monthly food card and company-paid snacks - Hardship/shift allowance with provided pickup and drop facility - Employee referral bonus - Company-sponsored team building events and outings Please note that the benefits package is subject to change at the management's discretion. Join Interactive Brokers and be part of a team that simplifies and enhances financial opportunities through state-of-the-art technology.,

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Interactive Brokers logo
Interactive Brokers

Financial Services

Greenwich

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