Global Client Associate - English and Italian + French speaking
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.
Position
Interactive Brokers seeks high-level, serious individuals with a client services background and a professional demeanor suitable for interaction with an experienced and active clientele base. The ideal candidate will be able to troubleshoot and explain complex subjects and identify opportunities for technology-based improvements.
Responsibilities
- Resolve routine and complex client service issues thoroughly and expeditiously via phone, email, and chat, utilizing sound judgment and emphasizing courtesy. Client inquiries typically encompass a wide array of themes, including the operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, trading modules and analytical tools.
- Cash deposit and withdrawal activity, position transfers, and account administrative functions
- Product availability and attributes
- Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions
- Margin calculations, commission structure, interest and fees
- Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures.
Qualifications, Skills & Attributes
Minimum qualifications:
- Bachelor’s or advanced degree in finance, economics or a related field
- 2-3 years of experience in client services or related field.
- Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email and online chat
- General understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed-income
- Languages: Fluent in English + Italian and French
- Ability to work in a dynamic, medium-size office environment
- Candidates must have an EU passport or a qualifying work permit/residency to work in Estonia.
Company Benefits & Perks
- Discretionary, performance-based bonus
- Vision and dental care benefits, sports activity compensation
- Stock incentive plan
- Lunch in the office
*The benefits package will be reviewed regularly and may be subject to change.
Apply for this job
*
indicates a required field