Client Services Representative: Funds & Banking at Interactive Brokers

Mumbai, Maharashtra, India

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BankingIndustries

Requirements

University degree (Bachelors) required
Previous client service experience within the financial and security service industry, preferably in the area of Settlement (Securities transfers of all kinds) and/or Cash transfers; or MBA apprenticeship with a finance profile; or three years of Inbound Client services experience in the International BPO industry for banking/finance process
Passion for dealing with clients and understanding of securities and global custody products
Can-do mentality with proven ability to increase client satisfaction (keen observer and problem solver) and with a flair for new technologies
Strong problem-solving skills and ability to work under pressure
Focused on client service and timely resolving of client enquiries
Adaptable, motivated, self-directed, and driven (always staying up to date and improving)
Fluent in English (any other European language is a plus)
Comfortable with rotational shifts including night shifts

Responsibilities

Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support
Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks
Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow-up on Settlements completion)
Ensure query resolution till completion within agreed service levels and client satisfaction
Commit to a culture of continuous improvement and centered on client service
Deliver excellent client service while continuously challenging our process efficiency and behavior

Skills

Client Services

Securities Settlement

Cash Transfers

Problem Solving

Securities

Global Custody

Funds

Banking

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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