Client Services Representative: Trade Issues

1 month ago

Mumbai, India Interactive Brokers Full time

Responsibilities

:Investigation of client inquiries encompassing a broad array of themes, including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiriesResolve routine and complex client inquiries, concerns and complaints via telephone, tickets, and chats thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy.Familiarize with various proprietary platforms, including trading systems and administrative portals, to educate clients to align with our self-service and highly automated business model.Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance and other service groups worldwide.Analysis of existing systems and procedures to recommend and assist in implementing enhancementsContribute to the development of client service systems, policies and procedures.

Qualifications & Experience:

Fluent in English with strong verbal and written communication skillsUniversity degree/Bachelor's in finance, economics, or related field with a minimum of two years of financial industry experienceIf Fresher, MBA or Master's Degree in Finance or a related field. Candidates with trading experience would be preferred.In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulationsExcellent product knowledge: Equities, Options, Futures, Options on Futures, Fixed income, Mutual Funds, FX, CFDs, CryptoStrong PC technologies proficiency: Advanced Excel, Office Suite, EmailTrouble-shooter with a critical thinking mindset, passionate about technology and financial marketsSelf-starter, able to handle stress, with the ability to work independently as well as part of a teamNISM-certified Series 7 (Capital markets) and Series 8 (Equity Derivatives) or in the process of obtaining both certifications 

Company Benefits & Perks: 

Competitive salary package.Performance-based annual bonus (cash and stocks).Group Medical & 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 & drop facility*Attractive employee referral bonus.Frequent company-sponsored team-building events and outings.

* Depending upon the shifts.

**The benefits package is subject to change at the management's discretion.

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