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职位Interactive Brokers

Client Services Representative: Funds & Banking

Interactive Brokers

Client Services Representative: Funds & Banking

Interactive Brokers

Mumbai, India

·

On-site

·

Full-time

·

2mo ago

福利待遇

Healthcare

Equity

Meals

必备技能

Client service

Problem-Solving

Communication

Settlement knowledge

Stress management

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Job Description & Requirements:

  • 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.

Qualification:

  • Education: University degree (Bachelors) required

  • Experience: 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 (you're a 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.

Company Benefits & Perks:

  • 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.

  • Frequent company-sponsored team-building events and outings

  • *Depending upon the shifts.

**The benefits package is subject to change at the management's discretion.

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关于Interactive Brokers

Interactive Brokers

Multinational brokerage company.

1,001-5,000

员工数

Greenwich

总部位置

$6.8B

企业估值

评价

3.8

10条评价

工作生活平衡

2.5

薪酬

3.5

企业文化

4.0

职业发展

3.5

管理层

2.5

65%

推荐给朋友

优点

Good benefits and compensation

Supportive and collaborative environment

Learning and growth opportunities

缺点

High workload and long hours

Demanding and fast-paced environment

Management responsiveness issues

薪资范围

16个数据点

Junior/L3

L3

L6

Senior/L5

Junior/L3 · Data Scientist

0份报告

$280,000

年薪总额

基本工资

$220,000

股票

$30,000

奖金

$30,000

$238,000

$322,000

面试经验

4次面试

难度

2.5

/ 5

时长

14-28周

录用率

25%

体验

正面 25%

中性 75%

负面 0%

面试流程

1

Application Review

2

Recruiter Screen

3

Technical Phone Screen

4

Onsite/Virtual Interviews

5

Offer

常见问题

Coding/Algorithm

Technical Knowledge

Behavioral/STAR

Past Experience

Culture Fit