Client Services Representative at Interactive Brokers

Mumbai, Maharashtra, India

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BrokerageIndustries

Requirements

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
Good quantitative/analytical skills
Excellent oral/written communication skills

Responsibilities

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

Skills

Key technologies and capabilities for this role

MS ExcelTrader WorkstationNCFMNISMCapital MarketsDerivativesCurrency DerivativesAnalytical SkillsCommunication Skills

Questions & Answers

Common questions about this position

What is the salary and compensation for this Client Services Representative role?

The position offers a competitive salary package with details to be discussed, plus a performance-based annual bonus in cash and stocks.

Is this position remote or hybrid, and what is the location policy?

The role is hybrid, requiring a mix of remote and on-site work.

What skills and qualifications are required for this position?

Requirements include 2 years of experience in trading or brokerage services, a bachelor's degree, NCFM/NISM certifications in capital markets, derivatives and currency derivatives, high level of MS Excel skills, fluent English, good quantitative/analytical skills, and excellent oral/written communication skills.

What benefits and perks does Interactive Brokers offer?

Benefits include 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 (depending on shifts), attractive employee referral bonus, and frequent company sponsored team building events and outings.

What makes a strong candidate for this Client Services Representative role?

Strong candidates will have 2 years of trading or brokerage experience, a bachelor's degree, relevant NCFM/NISM certifications, advanced MS Excel proficiency, fluent English, and strong quantitative, analytical, and communication skills.

Interactive Brokers

Online trading platform with low commissions

About Interactive Brokers

Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and best execution practices, ensuring clients get the best prices for their trades. Unique features like fractional shares and the IMPACT app allow users to invest in high-value stocks affordably and align their investments with personal values. The goal of Interactive Brokers is to deliver a comprehensive and cost-effective trading experience for individual traders, investors, and financial advisors globally.

Greenwich, ConnecticutHeadquarters

1977Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave

Risks

Increased regulatory scrutiny may lead to stringent compliance requirements and potential fines.

AI tools may expose the company to data privacy and algorithmic trading risks.

Rapid growth in DARTs could strain infrastructure, risking service disruptions.

Differentiation

Interactive Brokers offers low commissions and financing rates, making trading affordable.

The platform provides direct market access to over 135 markets in 33 countries.

Innovative features like fractional shares and the IMPACT app attract diverse investors.

Upsides

AI tools in the Advisor Portal enhance decision-making for financial advisors.

IBKR Desktop 0.12 offers advanced features for options traders, boosting user engagement.

74% growth in DARTs and $576 billion in client equity indicate strong financial health.

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