Respond to retail and professional client inquiries through email, chat, and inbound calls. Assist with account-opening questions, review new-account documentation, and coordinate with cross-functional teams on account approval and maintenance. Follow internal policies and procedures while delivering professional client service. The role requires strong communication, organization, attention to detail, quantitative skills, and proficiency with Microsoft Office, especially Excel.
Position Details:
The ideal candidate must have a high-level professional demeanor suitable for interaction with an experienced and active global clientele base.
Job Description:
- Exposure in the global client handling process (respond to retail and professional clients' queries via email, chats, and inbound calls)
- Assist clients with enquiries about accounts opening.
- Collaborate with other cross-functional teams to assist with account approval and maintenance.
- You will review documentation related to new account opening.
- Follow internal policy and procedures when dealing with various account-related tasks.
Qualifications
- Education: University degree required (MBA/bachelor's in finance background)
- Excellent verbal and written communication skills in English are a must.
- Proficient user of MS Office applications, especially Excel
- Ability to prioritize effectively and multitask.
- Independent, punctual, and careful working methods
- Organized team player with an excellent eye for detail
- Good quantitative/analytical skills
- Competitive salary package.
- Performance based annual bonus (cash and stocks).
- Hybrid working model (4 days office/week).
- 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.
Interactive Brokers Mumbai, Maharashtra, IND Office
Mumbai, India
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