Client Services Representative: Funds

11 hours ago

Borivli, Maharashtra, India Interactive Brokers Full time
Job Description

- Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support
- Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks
- Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow-up on Settlements completion)
- Ensure query resolution till completion within agreed service levels and client satisfaction
- Commit to a culture of continuous improvement and centered on client service
- Deliver excellent client service while continuously challenging our process efficiency and behavior

Qualification

- Education: University degree (Bachelors) required
- Experience: Previous client service experience within the financial and security service industry, preferably in the area of Settlement (Securities transfers of all kinds) and/or Cash transfers / Or MBA apprenticeship with a finance profile / or three years of Inbound Client services experience in the International BPO industry for banking/finance process
- Passion for dealing with clients and understanding of securities and global custody products
- Can-do mentality with proven ability to increase client satisfaction (you're a keen observer and problem solver) and with a flair for new technologies
- Strong problem-solving skills and ability to work under pressure
- Focused on client service and timely resolving of client enquiries
- Adaptable, motivated, self-directed, and driven (always staying up to date and improving)
- Fluent in English (any other European language is a plus)

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

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