Client Services Representative (Freshers) at Interactive Brokers

Mumbai, Maharashtra, India

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, BrokerageIndustries

Requirements

University degree (Post Graduation/Bachelors) required
Finance background (MBA/Graduate freshers preferred)
Professional demeanor suitable for interaction with an experienced and active clientele base
Strong math and technical aptitude
Ability to troubleshoot and explain complex subjects
Capacity to identify opportunities for technology-based improvements
Excellent verbal and written communication skills in English
Good quantitative/analytical skills
High level of MS Excel skills required
Enthusiastic/Energetic personality with a positive attitude towards learning more about global financial markets

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 ExcelQuantitative SkillsAnalytical SkillsVerbal CommunicationWritten CommunicationFinancial MarketsTrader WorkstationClient SupportMargin RequirementsOrder Executions

Questions & Answers

Common questions about this position

What is the salary for the Client Services Representative position?

The salary is competitive, with details to be discussed. A competitive salary package is also mentioned in the benefits.

Is this a remote or hybrid role?

This is a hybrid position.

What skills are required for this role?

Required skills include a university degree (Post Graduation/Bachelors), excellent verbal and written communication skills in English, good quantitative/analytical skills, high level of MS Excel skills, and an enthusiastic/energetic personality with a positive attitude towards learning about global financial markets.

What benefits does Interactive Brokers offer?

Benefits include a competitive salary package, performance-based annual bonus (cash and stocks), 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, attractive employee referral bonus, and frequent company-sponsored team building events and outings.

What makes a strong candidate for this fresher role?

Ideal candidates are MBA/Graduate freshers with a finance background, professional demeanor, strong math and technical aptitude, ability to troubleshoot and explain complex subjects, and capacity to identify technology-based improvements.

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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