Client Services Representative

Job Description

Interactive Brokers is seeking a Client Services Representative to join their team in Mumbai. The ideal candidate will have a strong financial services background, excellent communication skills, and a passion for technology. The Client Service Representative will be responsible for responding to client inquiries, assisting with account opening and funding, and providing support on the Trader Workstation.

Interactive Brokers has been at the forefront of financial innovation for over four decades and is committed to providing its clients with the best possible service. This is an excellent opportunity to join a dynamic and growing company.

This role involves:

• Responding to retail and professional clients' inquiries via inbound calls, email, and online chat
• Obtaining a thorough knowledge of products offered by IB on various global exchanges
• Assisting clients with opening and funding accounts
• Showing clients how to use different features of the Trader Workstation
• Explaining margin requirements to clients
• Investigating trade issues and order executions
• Understanding securities regulations impact on customers

Requirements:

• 2 years in trading or brokerage services
• University degree (Bachelors) required
• NCFM/NISM certifications in capital markets, derivatives and currency derivatives
• High level of MS Excel skills required
• Fluent English
• Good quantitative/analytical skills
• Excellent oral/written communication skills

Interactive Brokers offers:

• 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