Client Services Liaison

3 weeks ago


Mumbai, Maharashtra, India Interactive Brokers Full time
Job Title: Client Services Representative

Interactive Brokers is seeking a highly skilled and experienced Client Services Representative to join our team. As a key member of our client support team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and resolving any issues that may arise.

Responsibilities:
  • Respond to client inquiries via phone, email, and online chat, providing timely and accurate information to resolve their queries.
  • Develop a thorough understanding of our products and services, including our trading platforms and financial instruments.
  • Assist clients with account opening, funding, and maintenance, ensuring seamless onboarding and ongoing support.
  • Provide training and support to clients on our trading platforms, including the Trader Workstation, to ensure they can effectively utilize our services.
  • Investigate and resolve trade-related issues, including margin requirements, trade executions, and order problems.
  • Stay up-to-date with securities regulations and their impact on clients, ensuring compliance and providing expert guidance.
Qualifications:
  • 2+ years of experience in trading or brokerage services, with a strong background in financial markets and regulations.
  • University degree (Bachelor's) required, with a focus on finance, economics, or a related field.
  • NCFM/NISM certifications in capital markets, derivatives, and currency derivatives, or equivalent experience.
  • High-level proficiency in MS Excel, with experience in data analysis and financial modeling.
  • Fluent English language skills, with excellent written and verbal communication skills.
  • Strong analytical and problem-solving skills, with the ability to work in a fast-paced environment.
Company Benefits & Perks:
  • Competitive salary package, with performance-based annual bonuses.
  • Group medical and life insurance, with comprehensive coverage.
  • Modern offices with free amenities and fully stocked cafeterias, promoting a healthy work-life balance.
  • Monthly food card and company-paid snacks, ensuring your energy levels stay high.
  • Hardship/shift allowance, with company-provided pickup and drop facility, supporting your well-being.
  • Attractive employee referral bonus, recognizing your value as a team member.
  • Frequent company-sponsored team-building events and outings, fostering a sense of community.

At Interactive Brokers, we value our employees and strive to create a supportive and inclusive work environment. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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