Campus - Client Services Associate I
Location
Mumbai, India
Work type
Onsite
Employment
Full Time
Experience
Experience flexible
Compensation
Compensation not disclosed
Posted
22h ago
Summary and responsibilities
Role overview
Summary
The Client Services Associate I will respond to client inquiries via calls, email, and chat, assist with account management, and provide guidance on using the Trader Workstation. This role requires a strong finance background, technical aptitude, and the ability to troubleshoot and explain complex financial subjects to clients.
Interactive Brokers is seeking MBA/Graduate freshers with a finance background and a professional demeanor suitable for interaction with an experienced and active clientele base. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.
Job Description and Responsibilities:
Respond to retail and professional clients' inquiries via inbound calls, email and online chat
Obtain a thorough knowledge of products offered by IB on various global exchanges
Assist clients with opening and funding accounts
Show clients how to use different features of the Trader Workstation
Explain margin requirements to clients
Investigate trade issues and order executions
Knowledge of securities regulations impact on customers
Qualifications:
Education: University degree (Post Graduation/Bachelors) required
Excellent verbal and written communication skills in English.
Good quantitative/analytical skills
High level of MS Excel skills required
An Enthusiastic/Energetic personality with a positive attitude towards learning more about global financial markets.
Updated 22h ago
Candidate fit
Skills and qualifications
Additional skills
Experience
Experience flexible
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
Compensation not disclosed
Benefits and perks
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
Context on the employer
Company snapshot
Company
Interactive Brokers Group, Inc.
Team size
Growing team
Location
Mumbai, India
Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.
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Campus - Client Services Associate I
Mumbai, India • Full Time