Global Client Associate

16 Hours ago • 2-3 Years

Job Summary

Job Description

The Global Client Associate will resolve client service issues via phone, email, and chat, emphasizing courtesy and sound judgment. They will address inquiries about IBKR platforms, cash management, product availability, and trading functions. The role involves coordinating with other divisions and external departments, contributing to the development of client service systems, policies, and procedures. This position requires strong communication skills and a solid understanding of financial instruments. The ideal candidate will be able to troubleshoot and explain complex subjects and identify opportunities for technology-based improvements.
Must have:
  • Bachelor's or advanced degree in finance or related field
  • 2-3 years of experience in client services or related field
  • Strong verbal and written communication skills
  • Understanding of stocks, options, futures, and forex
  • Fluent English and Italian language skills
  • Must have EU passport or qualifying work permit for Hungary
Perks:
  • Discretionary annual bonus (cash and stock)
  • Private healthcare insurance
  • Free recreational pass
  • Daily food allowance in the office
  • Monthly BKK pass
  • Hybrid way of working (2 days home office/week)
  • Modern office with free amenities
  • Great atmosphere and frequent company outings

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.

 

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