Client Services Specialits - Security Transfers (German speaker) at Interactive Brokers

Zug, Zug, Switzerland

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BrokerageIndustries

Requirements

Banking or commercial apprenticeship
Previous client service experience in the financial and securities services industry, preferably in settlement (securities transfers and/or cash transfers)
Strong interest in client service and a solid understanding of securities and global custody products
Proactive mindset with demonstrated ability to enhance client satisfaction; keen observational and problem-solving skills, with an interest in new technologies
Strong problem-solving abilities and the capacity to perform under pressure
Client-focused, with a commitment to the timely resolution of enquiries
Adaptable, self-motivated, and continuously seeking improvement
Fluency in English and German (French is a plus)

Responsibilities

Resolving client enquiries via telephone, email, and online chat relating to Free of Payment and Global Asset Transfers, as well as Cash Transfer support
Working closely with back office to manage and resolve securities-related queries from clients globally, including systematic follow-up to address pending transfers, settlement issues, discrepancies, and breaks
Supporting Operations Services in day-to-day Securities/Global Custody transactions, particularly in settlement-related clarifications and follow-up
Ensuring timely and complete resolution of queries in accordance with agreed service levels and client satisfaction standards
Contributing to a culture of continuous improvement focused on client service
Delivering excellent client service while actively identifying opportunities to improve process efficiency and team behaviour

Skills

Key technologies and capabilities for this role

GermanClient ServicesTelephone SupportEmail SupportChat SupportSecurities TransfersAsset TransfersCash TransfersSettlement ProcessingGlobal CustodyQuery ResolutionBack Office Coordination

Questions & Answers

Common questions about this position

What languages are required for this Client Services Specialist role?

Fluency in English and German is required, with French being a plus.

What education or experience is needed for this position?

A banking or commercial apprenticeship is required, along with previous client service experience in the financial and securities services industry, preferably in settlement such as securities or cash transfers.

Is this role remote or office-based?

This information is not specified in the job description.

What is the salary or compensation for this position?

This information is not specified in the job description.

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

Strong candidates have a proactive mindset, keen problem-solving skills, the ability to perform under pressure, and a client-focused approach with commitment to timely resolutions and continuous improvement.

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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