Global Client Associate

2 Minutes ago • 2-3 Years

Job Summary

Job Description

As a Global Client Associate, you will address client service issues through phone, email, and chat, utilizing sound judgment and courtesy. You will handle inquiries regarding the operability of trading platforms, cash deposits, withdrawals, product availability, and other account administrative functions. Responsibilities also include coordinating with other divisions, contributing to the development of client service systems, and adhering to company policies. You will be a part of an exciting team helping to shape one of the world’s strongest trading and brokerage brands and part of a global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth.

Must have:

Bachelor's or advanced degree in a related field.
2-3 years of experience in client services or a related field.
Strong verbal and written communication skills.
Understanding of financial instruments like stocks and options.
Fluent in English and Italian.

Perks:

Discretionary annual bonus (cash and stock)
Private healthcare insurance
Free recreational pass (AYCM XL package)
Daily food allowance in the office
Monthly BKK pass
Hybrid way of working (2 days home office/week)
Modern office in the heart of Budapest with free amenities
Great atmosphere with friendly and exceptional colleagues and frequent company outings

3 skills required

3 skills required for this role

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

communication

innovation

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.

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 via phone, email, and chat thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy. Client inquiries typically encompass a broad array of themes, including:
- Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including 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 English and Italian
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 Hungary

Company Benefits & Perks

Discretionary annual bonus (cash and stock)
Private healthcare insurance
Free recreational pass (AYCM XL package)
Daily food allowance in the office
Monthly BKK pass
Hybrid way of working (2 days home office/week)
Modern office in the heart of Budapest with free amenities
Great atmosphere with friendly and exceptional colleagues and frequent company outings

*The benefits package will be reviewed regularly and may be subject to change.

If you are motivated and have strong initiative, we can offer you a position that will both challenge and reward you. You will be part of an exciting team helping to shape one of the world’s strongest trading and brokerage brands and part of a global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth.