Client Services Associate I

Interactive Brokers Group
Mumbai
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Analytical skills","Quantitative analysis","Oral communication","Written communication"]

Handle retail and professional client inquiries via inbound calls, email, and online chat, while building product expertise across global exchanges. Assist clients with opening and funding accounts, guide them in using Trader Workstation features, and explain margin requirements. Investigate trade issues and order executions, applying knowledge of securities regulations that affect customers. Collaborate in a client services environment requiring strong analytical and communication skills.

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Interactive Brokers Group
Interactive Brokers Group
1 month ago

Client Services Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Handle retail and professional client inquiries via inbound calls, email, and online chat, while building product expertise across global exchanges. Assist clients with opening and funding accounts, guide them in using Trader Workstation features, and explain margin requirements. Investigate trade issues and order executions, applying knowledge of securities regulations that affect customers. Collaborate in a client services environment requiring strong analytical and communication skills.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Respond to retail and professional client inquiries via inbound calls, email, and online chat
  • •Build a thorough understanding of IB products offered on global exchanges
  • •Assist clients with opening and funding accounts
  • •Guide clients on using Trader Workstation features and explain margin requirements
  • •Investigate trade issues and order executions with awareness of securities regulations

Pay and Benefits

Perks:Health InsuranceLife InsuranceAnnual BonusEquityMeal Allowance

Key Requirements

  • •2+ years of client services experience in the international BPO industry
  • •University degree (bachelors) required
  • •High level MS Excel skills
  • •Fluent English
  • •Good quantitative/analytical skills and excellent oral/written communication
Experience:2+ yearsInternational BPO
Education:Bachelor's
Skills:CommunicationAnalytical skillsQuantitative analysisOral communicationWritten communication
Languages:English
Tech Stack:MS ExcelTrader Workstation

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