Client Services Representative - Trade Issue

Job Description

Interactive Brokers is seeking a Client Services Representative - Trade Issue to join their expanding Client Services operations in Mumbai. The ideal candidate will be passionate, possess strong analytical and client service skills, and thrive in a dynamic, multi-national team. The role involves investigating client inquiries, resolving complex issues, and contributing to system enhancements.

Responsibilities:

• Investigation of client inquiries encompassing a broad array of themes
• Resolve routine and complex client inquiries, concerns and complaints via telephone, tickets, and chats
• Familiarize with various proprietary platforms, including trading systems and administrative portals
• Coordinate activities with other local and international Client Service divisions
• Analysis of existing systems and procedures to recommend and assist in implementing enhancements
• Contribute to the development of client service systems, policies and procedures.

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. If Fresher, MBA or Master's Degree in Finance or a related field.
• In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulations
• Excellent product knowledge: Equities, Options, Futures, Options on Futures, Fixed income, Mutual Funds, FX, CFDs, Crypto
• Strong PC technologies proficiency: Advanced Excel, Office Suite, Email
• Trouble-shooter with a critical thinking mindset, passionate about technology and financial markets
• Self-starter, able to handle stress, with the ability to work independently as well as part of a team
• NISM-certified Series 7 (Capital markets) and Series 8 (Equity Derivatives) or in the process of obtaining both certifications

Offers:

• Competitive salary package.
• Performance-based annual bonus (cash and stocks).
• Group Medical & Life Insurance.
• Modern offices with free amenities and fully stocked cafeterias.
• Monthly food card and company-paid snacks.
• Hardship/shift allowance with company-provided pickup & drop facility
• Attractive employee referral bonus.
• Frequent company-sponsored team-building events and outings.