Trade Desk Associate I

Interactive Brokers Group
Mumbai
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Experience: 2+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Critical thinking","Self-starter","Stress management"]

Support clients of an online brokerage by investigating inquiries across margin analysis, position liquidations, trade cancellations, and order status/execution. Handle routine and complex questions via phone, tickets, and chat with strong judgment and courtesy. Educate clients using proprietary trading and administrative platforms to align with automated self-service. Partner with global client service teams and collaborate with departments including Programming, Clearing, Cashiering, and Compliance. Improve systems and procedures for client service operations.

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FursaFursa
Interactive Brokers Group
Interactive Brokers Group
4 months ago

Trade Desk Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live
Reposted: similar role first listed 1 year ago

Job Summary

Support clients of an online brokerage by investigating inquiries across margin analysis, position liquidations, trade cancellations, and order status/execution. Handle routine and complex questions via phone, tickets, and chat with strong judgment and courtesy. Educate clients using proprietary trading and administrative platforms to align with automated self-service. Partner with global client service teams and collaborate with departments including Programming, Clearing, Cashiering, and Compliance. Improve systems and procedures for client service operations.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Investigate client inquiries across margin analysis, position liquidations, trade cancellation requests, order trigger conditions, and order status/execution.
  • •Resolve routine and complex client inquiries, concerns, and complaints via telephone, tickets, and chats with sound judgment and courtesy.
  • •Educate clients using proprietary trading systems and administrative portals to align with the self-service, automated business model.
  • •Coordinate with local and international Client Service divisions and interact with departments including Programming, Clearing, Cashiering, and Compliance.
  • •Analyze current systems and procedures to recommend and assist with enhancements and contribute to client service policies and procedures.

Pay and Benefits

Perks:Health InsuranceLife InsuranceAnnual BonusPickup DropMeal Allowance

Key Requirements

  • •Fluent in English with strong verbal and written communication skills.
  • •Bachelor's degree in finance, economics, or a related field with at least two years of financial industry experience.
  • •In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations, and regulations.
  • •Excellent product knowledge across equities, options, futures, fixed income, mutual funds, FX, CFDs, and crypto.
  • •NISM-certified Series 7 and Series 8 (or actively in the process of obtaining both).
Experience:2+ yearsFinancial servicesFinancial marketsBrokerage
Education:Bachelor's in finance, economics, or related field
Skills:CommunicationProblem-solvingCritical thinkingSelf-starterStress management
Certifications:NISM Series 7NISM Series 8
Languages:English
Tech Stack:ExcelOffice SuiteEmailTrading systemsAdministrative portals

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