Client Services Representative: Funds
3 weeks ago
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.
- 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.
- 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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Client Services Representative: Funds
2 weeks ago
Mumbai, Maharashtra, India Interactive Brokers Full timeJob 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...
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Client Services Representative: Funds
3 weeks ago
Mumbai, Maharashtra, India Interactive Brokers Full timeJob 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...
-
Client Services Representative: Funds
3 weeks ago
Mumbai, Maharashtra, India Interactive Brokers Full timeJob 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...
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