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Client Services Representative

Client Services Representative

Interactive Brokers

5 - 10 years

3 - 12 Lacs

mumbai maharashtra india

Posted:20 hours ago| Platform: Foundit logo

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Skills Required

trader workstation securities regulations trade issues account funding quantitative skills

Work Mode

On-site

Job Type

Full Time

Job Description

RESPONSIBILITIES:

Respond to retail and professional clients inquiries via inbound calls, email, and online chat
Obtain a thorough knowledge of products offered by IB on various global exchanges
Assist clients with opening and funding accounts
Show clients how to use different features of the Trader Workstation
Explain margin requirements to clients
Investigate trade issues and order executions
Knowledge of securities regulations impact on customers

Qualifications:

Experience: 5+ years of Client services experience in the International BPO industry
Education: University degree (Bachelors) required
High level of MS Excel skills required
Language skills: Fluent English
Good quantitative/analytical skills
Excellent oral/written communication skills are required.

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