Client Services Representative

Interactive Brokers Group
Tallinn
Workplace: OnsiteFull timeEUR 23,000 - 25,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 2-3 yearsEducation: bachelorsSkills: ["Communication","Troubleshooting","Problem-solving","Customer service","Professional demeanor"]

Serve as a first-line client services contact, resolving routine and complex questions via phone, email, and chat with a courteous, professional approach. Troubleshoot and explain key trading and account topics, including IBKR Trader Workstation, Web Trader and Mobile Trader, order/routing and settlement concepts, and margin, commission, fees, and corporate actions. Coordinate with Client Service and partner teams (Programming, Clearing, Cashiering, Compliance) and help improve client service systems, policies, and procedures.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Interactive Brokers Group
Interactive Brokers Group
2 weeks ago

Client Services Representative

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Serve as a first-line client services contact, resolving routine and complex questions via phone, email, and chat with a courteous, professional approach. Troubleshoot and explain key trading and account topics, including IBKR Trader Workstation, Web Trader and Mobile Trader, order/routing and settlement concepts, and margin, commission, fees, and corporate actions. Coordinate with Client Service and partner teams (Programming, Clearing, Cashiering, Compliance) and help improve client service systems, policies, and procedures.
Location: Tallinn
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Resolve routine and complex client service issues thoroughly and expeditiously via phone, email, and chat using sound judgment and courtesy.
  • •Support clients on the operability of IBKR Trader Workstation, Web Trader, and Mobile Trader platforms and related trading modules and analytical tools.
  • •Assist with cash deposit/withdrawal, position transfers, and account administrative functions.
  • •Explain exchange, clearing, and depository functions, including order types/routing logic, order status, settlement, exercise & assignment, expiration processing, and corporate actions.
  • •Coordinate with other Client Service divisions and external departments (Programming, Clearing, Cashiering, Compliance) on common issues and help develop client service systems, policies, and procedures.

Pay and Benefits

Salary: EUR 23,000 - 25,000 annually
Equity and Bonus:Equity
Perks:Annual BonusHealth InsuranceSport CompensationMeal AllowanceEquity

Key Requirements

  • •Bachelor’s or advanced degree in finance, economics, or a related field.
  • •2–3 years of experience in client services or a related field.
  • •Strong verbal and written communication skills for phone, email, and online chat support.
  • •General understanding of stocks, securities options, futures, options on futures, foreign exchange, and fixed-income.
  • •Fluent English plus Russian/Spanish/Italian/French/German, and ability to work in Estonia with an EU passport or qualifying work permit/residency.
Experience:2-3 yearsFinanceTradingClient services
Education:Bachelor's
Skills:CommunicationTroubleshootingProblem-solvingCustomer serviceProfessional demeanor
Languages:EnglishRussianSpanishItalianFrenchGerman
Tech Stack:IBKR Trader WorkstationWeb TraderMobile Trader

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Interactive Brokers Group
Operates an electronic trading platform providing brokerage services for individuals and institutions across global markets, offering equities, options, futures, forex, bonds, and related clearing and custody services with advanced trading technology and low-cost executions.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Greenwich, United States
Founded: 1977
WebsiteLinkedIn