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.

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.