Financial Services Representative

4 weeks ago


Mumbai, Maharashtra, India Interactive Brokers Full time

Interactive Brokers is seeking a highly skilled Client Services Representative to join our team. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to provide top-notch support to our clients.

Key Responsibilities:

  • Respond to client inquiries via phone, email, and online chat
  • Provide in-depth knowledge of our products and services
  • Assist clients with account openings and funding
  • Explain complex financial concepts to clients
  • Investigate trade issues and order executions

Requirements:

  • 2+ years of experience in trading or brokerage services
  • University degree required
  • NCFM/NISM certifications in capital markets, derivatives, and currency derivatives
  • High level of MS Excel skills
  • Fluent English language skills

What We Offer:

  • Competitive salary package
  • Performance-based annual bonus
  • Group medical and life insurance
  • Modern offices with free amenities and fully stocked cafeterias
  • Monthly food card and company-paid snacks
  • Hardship/shift allowance with company-provided pickup and drop facility
  • Attractive employee referral bonus
  • Frequent company-sponsored team-building events and outings


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