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JobsInteractive Brokers

Client Services Representative: Funds & Banking

Interactive Brokers

Client Services Representative: Funds & Banking

Interactive Brokers

Mumbai, India

·

On-site

·

Full-time

·

1w ago

Benefits & Perks

Healthcare

Equity

Free Meals

Healthcare

Equity

Meals

Required Skills

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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About Interactive Brokers

Interactive Brokers

Multinational brokerage company.

1,001-5,000

Employees

Greenwich

Headquarters

Reviews

3.5

10 reviews

Work Life Balance

2.5

Compensation

4.2

Culture

3.1

Career

3.8

Management

2.7

65%

Recommend to a Friend

Pros

Good pay and competitive compensation

Excellent benefits packages

Friendly atmosphere and nice people

Cons

Poor management and leadership issues

Toxic work culture and environment

Heavy workload and long hours

Salary Ranges

0 data points

Junior/L3

L3

L6

Junior/L3 · Data Scientist

0 reports

$280,000

total / year

Base

$220,000

Stock

$30,000

Bonus

$30,000

$238,000

$322,000

Interview Experience

7 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Experience

Positive 0%

Neutral 71%

Negative 29%

Interview Process

1

Application Review

2

Online Assessment

3

Phone Screen

4

Technical Interview

5

Hiring Manager Interview

6

Final Round

Common Questions

Coding/Algorithm

Technical Knowledge

Behavioral/STAR

Past Experience

Finance/Trading Knowledge