Client Services Representative - Trade Issues

1 Day ago • 2 Years +
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About the job

SummaryBy Outscal

Interactive Brokers seeks a passionate Client Services Representative with strong analytical and client service skills to investigate client inquiries, resolve issues, and familiarize clients with proprietary platforms. Must have in-depth understanding of financial markets, margin methodologies, and execution platforms.

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.

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