Application Services Associate I

Interactive Brokers Group
Mumbai
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Attention to detail","Multitasking","Prioritization","Independent working","Communication"]

Handle global client inquiries for account opening and related documentation by responding to retail and professional clients via email, chat, and inbound calls. Assist with account approval and ongoing maintenance by coordinating with cross-functional teams and following internal policies and procedures. Review new account opening documentation while prioritizing tasks, multitasking, and maintaining a careful, detail-oriented approach with strong English communication.

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Interactive Brokers Group
Interactive Brokers Group
4 weeks ago

Application Services Associate I

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Handle global client inquiries for account opening and related documentation by responding to retail and professional clients via email, chat, and inbound calls. Assist with account approval and ongoing maintenance by coordinating with cross-functional teams and following internal policies and procedures. Review new account opening documentation while prioritizing tasks, multitasking, and maintaining a careful, detail-oriented approach with strong English communication.
Location: Mumbai
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Respond to retail and professional clients’ queries via email, chat, and inbound calls as part of the global client handling process.
  • •Assist clients with account opening enquiries.
  • •Collaborate with cross-functional teams to support account approval and account maintenance.
  • •Review documentation related to new account opening.
  • •Follow internal policy and procedures when completing account-related tasks.

Pay and Benefits

Perks:Health InsuranceLife InsuranceRemote WorkAnnual BonusEquityMeal Allowance

Key Requirements

  • •University degree with an MBA or a bachelor's in a finance background.
  • •Excellent verbal and written communication skills in English.
  • •Proficient use of MS Office applications, especially Excel.
  • •Ability to prioritize effectively and multitask in an independent, punctual, and careful way.
  • •Strong quantitative/analytical skills and attention to detail with organized teamwork.
Education:Bachelor's in finance
Skills:Attention to detailMultitaskingPrioritizationIndependent workingCommunication
Languages:English
Tech Stack:MS OfficeExcel

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