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Regional hiringpublishedExternal employer
IBInteractive Brokers Group, Inc.
Interactive Brokers Group, Inc.•FinTech

Campus - Client Services Associate I

Location

Mumbai, Maharashtra, India

Work type

Onsite

Employment

Full Time

Experience

Experience flexible

Compensation

Compensation not disclosed

Posted

1 month 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 1 month ago

Candidate fit

Skills and qualifications

Additional skills

Troubleshooting • 1+ yrs
Financial Market Knowledge • 1+ yrs
Quantitative Analysis • 1+ yrs
MS Excel • 1+ yrs
Client Interaction • 1+ yrs
Problem Solving • 1+ yrs
Communication • 1+ yrs
Technical Aptitude • 1+ yrs

Experience

Experience flexible

How this role is positioned

Role classification

Job domains

Finance & Accounting

Industries

Finance & Banking

Employment

Full Time

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

Compensation not disclosed

VisibilityShared on listing
CurrencyUSD
PeriodYearly

Benefits and perks

Employee Referral Bonus

Location, schedule, and role shape

Work setup

Work conditions

Primary locationMumbai, Maharashtra, India
Work typeOnsite
Global hiringNo

Bandwidth profile

peopleHigh • 9/10
physicalLow • 2/10
cognitiveHigh • 8/10
executionHigh • 8/10
creativityLow • 4/10
uncertaintyMedium • 6/10
communicationHigh • 9/10

Context on the employer

Company snapshot

Company

Interactive Brokers Group, Inc.

Team size

Growing team

Location

Mumbai, Maharashtra, 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, Maharashtra, India • Full Time