Client Services Representative - Trade Issue 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

Fluent in English with strong verbal and written communication skills
University degree/Bachelor's in finance, economics, or related field with a minimum of two years of financial industry experience (or, for freshers, MBA or Master's Degree in Finance or a related field; trading experience preferred)
In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations, and regulations
Knowledge of Equities, Options, Futures, Options on Futures, Fixed Income, Mutual Funds
Strong analytical and client service skills

Responsibilities

Investigate client inquiries on topics including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status, and execution inquiries
Resolve routine and complex client inquiries, concerns, and complaints via telephone, tickets, and chats thoroughly and expeditiously, using sound judgment and courtesy
Familiarize with proprietary platforms, including trading systems and administrative portals, to educate clients in line with the self-service and automated business model
Coordinate with local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering, Compliance, and other global service groups
Analyze existing systems and procedures to recommend and assist in implementing enhancements
Contribute to the development of client service systems, policies, and procedures

Skills

Key technologies and capabilities for this role

Margin AnalysisPosition LiquidationsTrade CancellationsOrder TriggersGlobal ExchangesOrder ExecutionTrading PlatformsAdministrative PortalsTelephone SupportChat SupportTicket ResolutionClient Services

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a fully remote position.

What is the salary for this Client Services Representative role?

This information is not specified in the job description.

What skills and qualifications are required for this role?

Candidates need fluent English with strong communication skills, a university degree in finance/economics or related field (or MBA/Master's for freshers), and in-depth knowledge of financial markets, margin methodologies, execution platforms, and products like equities, options, and futures.

What is the company culture like at Interactive Brokers?

Interactive Brokers emphasizes financial innovation, cutting-edge technology, client commitment, and a highly automated self-service business model, with recognition as the #1 online broker by Barron's for six years.

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

Strong candidates have a relevant degree in finance or economics, financial industry experience or trading background (especially for freshers with advanced degrees), and deep knowledge of financial markets, products, and regulations, along with excellent analytical and client service 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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