Global Client Associate - English and Italian/French/Russian speaking

2 Months ago • 2-3 Years • Undisclosed

About the job

Job Description

Interactive Brokers is seeking a highly skilled and experienced Global Client Associate to join their team. This individual will be responsible for resolving complex client service issues, providing expert guidance on trading platforms and products, and collaborating with other departments to ensure client satisfaction. The ideal candidate will possess a strong understanding of financial instruments, exceptional communication skills, and fluency in English and Italian/French/Russian.
Must have:
  • Bachelor’s or advanced degree in finance, economics or related field
  • 2-3 years of experience in client services
  • Strong verbal and written communication skills
  • General understanding of financial instruments
  • Fluency in English+ Italian/French/Russian
Perks:
  • Discretionary, performance-based bonus
  • Vision and dental care benefits
  • Sports activity compensation
  • Stock incentive plan
  • Lunch in the office

 

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/French/Russian
  • 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.

 

 

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About The Company

Greenwich, Connecticut, United States (Hybrid)

Mumbai, Maharashtra, India (On-Site)

Hong Kong Island, Hong Kong (On-Site)

Greenwich, Connecticut, United States (On-Site)

Mumbai, Maharashtra, India (On-Site)

Chicago, Illinois, United States (On-Site)

Mumbai, Maharashtra, India (On-Site)

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