Client Services Representative - International Process - BPO 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, BPOIndustries

Requirements

2+ years of Client services experience in the International BPO industry
University degree (Bachelors) required
High level of MS Excel skills
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
Knowledge of securities regulations impact on customers

Skills

Key technologies and capabilities for this role

MS ExcelFluent EnglishClient ServicesInbound CallsEmail SupportOnline ChatTrader WorkstationSecurities RegulationsFinancial Products

Questions & Answers

Common questions about this position

What is the salary for this Client Services Representative role?

The salary is competitive, with details not provided in the job description. A competitive salary package is also mentioned in the benefits.

Is this position remote or hybrid?

The position is hybrid.

What skills are required for this role?

Required skills include 2+ years of client services experience in international BPO, high level of MS Excel skills, fluent English, good quantitative/analytical skills, and excellent oral/written communication skills. A university degree (Bachelors) is also required.

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 position?

Strong candidates will have 2+ years of client services experience in the international BPO industry, a bachelor's degree, high MS Excel proficiency, fluent English, strong quantitative/analytical skills, and excellent 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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