Client Services Representative: Funds

3 weeks ago


Mumbai, Maharashtra, India Interactive Brokers Full time
Job Description

As a Client Services Representative: Funds, you will be responsible for resolving client inquiries via calls, chats, and emails related to asset and cash transfers. You will work closely with our back office to manage and resolve securities-related queries from clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks.

Key Responsibilities:
  • Resolve client inquiries via calls, chats, and emails for asset and cash transfers.
  • Work closely with our back office to manage and resolve securities-related queries from clients globally.
  • Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement.
  • Ensure query resolution till completion within agreed service levels and client satisfaction.
  • Commit to a culture of continuous improvement and centered on client service.
Requirements:
  • 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.
  • Passion for dealing with clients and understanding of securities and global custody products.
  • Can-do mentality with proven ability to increase client satisfaction 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.
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.


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Job Title: Client Services Representative: FundsJob SummaryWe are seeking a highly skilled Client Services Representative: Funds to join our team at Interactive Brokers. As a Client Services Representative: Funds, you will be responsible for resolving client inquiries via calls, chats, and emails related to asset and cash transfers.Key...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Job Title: Client Services Representative: FundsJob Description:We are seeking a highly skilled Client Services Representative: Funds to join our team at Interactive Brokers. As a Client Services Representative: Funds, you will be responsible for resolving client inquiries via calls, chats, and emails related to asset and cash transfers.You will work closely...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Job DescriptionAs a Client Services Representative: Funds, you will be responsible for resolving client inquiries related to asset and cash transfers. You will work closely with our back office to manage and resolve securities-related queries from clients globally.Key Responsibilities:Resolve client inquiries via calls, chats, and emails for asset and cash...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Job Title: Client Services Representative Job Summary: Interactive Brokers, India is seeking a highly skilled Client Services Representative to join our team. As a key member of our client support team, you will be responsible for providing exceptional customer service to our clients through various communication channels. Key Responsibilities: * Respond...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Job Title: Client Services RepresentativeInteractive Brokers, India is seeking a highly skilled professional to join our team as a Client Services Representative. This role requires strong communication abilities and experience in international BPO.Key Responsibilities:Respond to client inquiries via inbound calls, email, and online chatDevelop in-depth...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    We are seeking a Client Service Representative to join our team at Interactive Brokers, India. As a Client Service Representative, you will be responsible for responding to client inquiries via inbound calls, email, and online chat.You will obtain a thorough knowledge of products offered by IB on various global exchanges and assist clients with opening and...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Role Summary:Interactive Brokers is seeking a highly skilled professional to serve as a Client Service Representative, providing exceptional support to our clients.Key Responsibilities:Respond to client inquiries via various communication channelsAssist clients with account opening and fundingProvide in-depth knowledge of IB products and servicesExplain...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Job Title: Client Services RepresentativeJob Summary: Interactive Brokers, India is seeking a highly skilled Client Services Representative to join their team. The ideal candidate will have experience in international BPO with strong communication abilities.Key Responsibilities:* Respond to retail and professional clients' inquiries via inbound calls, email,...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Job Title: Client Services RepresentativeInteractive Brokers is seeking a highly motivated and detail-oriented Client Services Representative to join our team. As a key member of our client support team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met, and resolving any issues that may...


  • Mumbai, Maharashtra, India Riverforest Connections Private Limited Full time

    Job Summary:We are seeking a highly skilled and experienced professional to join our team at Riverforest Connections Private Limited as a Client Services Representative. The ideal candidate will have a strong background in the financial services industry and a professional demeanor suitable for interacting with clients.Key Responsibilities:Respond to client...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Job Summary: Interactive Brokers, India is seeking a skilled Client Services Representative to join their team. The ideal candidate will have experience in international BPO with strong communication abilities. Key Responsibilities: Respond to retail and professional clients' inquiries via inbound calls, email, and online chat Obtain a thorough knowledge...


  • Mumbai, Maharashtra, India Amplifon Full time

    Job Purpose:The Client Advisor/Customer Service Officer (CSO) is a critical role in our Business, requiring a high level of customer service and administrative skills.Key Responsibilities:Provide exceptional customer service at the front desk, handling customer inquiries and resolving issues in a timely manner.Maintain clinic hygiene and ensure a clean and...


  • Mumbai, Maharashtra, India Amplifon Full time

    Job Overview:The Client Advisor / Customer Service Officer (CSO) is a critical role in our Business, responsible for providing exceptional customer service and support.Key Responsibilities:Handle customer inquiries and concerns at the front desk, ensuring a seamless and welcoming experience.Maintain clinic hygiene and adherence to company standards.Perform...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Job Title: Client Services RepresentativeInteractive Brokers is seeking a highly skilled Client Services Representative to join our team. As a Client Services Representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues they may have.Responsibilities:Respond to...


  • Mumbai, Maharashtra, India Amplifon Full time

    Job Overview:As a Client Service Representative with Amplifon, you will play a vital role in ensuring the seamless delivery of our services to clients. Your primary responsibility will be to maintain a professional and welcoming environment at the clinic, handling customer inquiries, and providing assistance as needed.Key Responsibilities:Handle customer...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Job Title: Client Services RepresentativeInteractive Brokers is seeking a highly skilled and motivated Client Services Representative to join our team. As a Client Services Representative, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Respond to client...


  • Mumbai, Maharashtra, India Enfusion Full time

    About EnfusionEnfusion is a pioneering company in the development of innovative, native cloud investment management software, analytics, and managed services for asset managers and hedge funds worldwide. Our global offices span four continents, and we underpin the investment operations of fund managers with our seamless, SaaS-based platform.The RoleWe are...

  • Business Analyst

    2 weeks ago


    Navi Mumbai, Maharashtra, India IDFC FIRST Bank Full time

    Job Summary: We are seeking a skilled Business Analyst - Client Services Representative to join our team at IDFC FIRST Bank. As a Business Analyst - Client Services Representative, you will be responsible for managing customer portfolios and providing seamless services to clients. Key Responsibilities: Manage customer portfolios by providing excellent...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Key Responsibilities:As a Client Services Representative at Interactive Brokers, you will play a crucial role in providing exceptional support to our clients. Your primary responsibilities will include responding to inquiries via various channels, obtaining in-depth knowledge of our products offered on global exchanges, and assisting clients with account...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Job Title: Client Services RepresentativeInteractive 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...