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Interactive Brokers

Client Services Associate I

Posted 4 Days Ago
Be an Early Applicant
In-Office
Mumbai, Maharashtra, IND
Junior
In-Office
Mumbai, Maharashtra, IND
Junior
Responds to retail and professional client inquiries through phone, email, and chat. Assists with account opening and funding, explains Trader Workstation features and margin requirements, investigates trade and order-execution issues, and explains relevant securities regulations. Requires brokerage or trading experience, strong quantitative and technical aptitude, advanced Excel skills, capital-markets certifications, and excellent communication abilities.
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About the Company

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.

For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.

Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.

Job Description and Responsibilities:

Interactive Brokers seeks high-level, serious individuals with a financial services industry background and a professional demeanour 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.

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

* 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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