Client Services Representative

1 Minute ago • 2 Years +

Job Summary

Job Description

The Client Services Representative will interact with experienced and active clientele, requiring a strong financial services background and professional demeanor. Responsibilities include responding to client inquiries via calls, email, and chat; assisting with account opening and funding; demonstrating Trader Workstation features; explaining margin requirements; and investigating trade issues. The ideal candidate will have strong math and technical aptitude and the ability to troubleshoot complex subjects. They will need a thorough understanding of Interactive Brokers' products offered on global exchanges and knowledge of securities regulations affecting clients.

Must have:

2 years in trading or brokerage services
University degree (Bachelors) required
NCFM/NISM certifications in capital markets, derivatives, and currency derivatives
High level of MS Excel skills required
Fluent English language skills
Good quantitative/analytical skills
Excellent oral/written communication skills

Perks:

Competitive salary package.
Performance based annual bonus (cash and stocks).
Group Medical & Life Insurance.
Modern offices with free amenities & fully stocked cafeterias.
Monthly food card & company paid snacks.
Hardship/shift allowance with company provided pickup & drop facility
Attractive employee referral bonus.
Frequent company sponsored team building events and outings.

5 skills required

5 skills required for this role

Add these skills to join the top 1% applicants for this job

excel

communication

innovation

derivatives

hedge-funds

Job Details

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.

Job Description and Responsibilities:

Interactive Brokers seeks high-level, serious individuals with a financial services industry background and a professional demeanour suitable for interaction with an experienced and active clientele base. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.

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: 2 years in trading or brokerage services
Education: University degree (Bachelors) required
NCFM/NISM certifications in capital markets, derivatives and currency derivatives
High level of MS Excel skills required
Language skills: Fluent English
Good quantitative/analytical skills
Excellent oral/written communication skills required