Client Services Associate I

Interactive Brokers Group
Mumbai
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Troubleshooting","Analytical thinking","Customer service","Learning mindset"]

Serve retail and professional clients by answering inquiries via phone, email, and online chat. Build expertise in Interactive Brokers’ products across global exchanges, helping clients open and fund accounts and guiding them through Trader Workstation features. Explain margin requirements, investigate trade issues and order executions, and apply securities regulations that affect customers. Ideal for graduate-level candidates with strong analytical skills and the drive to learn financial markets.

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Interactive Brokers Group
Interactive Brokers Group
2 months ago

Client 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: 19 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Serve retail and professional clients by answering inquiries via phone, email, and online chat. Build expertise in Interactive Brokers’ products across global exchanges, helping clients open and fund accounts and guiding them through Trader Workstation features. Explain margin requirements, investigate trade issues and order executions, and apply securities regulations that affect customers. Ideal for graduate-level candidates with strong analytical skills and the drive to learn financial markets.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Respond to retail and professional client inquiries via inbound calls, email, and online chat.
  • •Develop thorough knowledge of Interactive Brokers products offered on global exchanges.
  • •Assist clients with opening and funding accounts.
  • •Show clients how to use features of Trader Workstation and explain margin requirements.
  • •Investigate trade issues and order executions, applying knowledge of securities regulations.

Pay and Benefits

Perks:Health InsuranceLife InsuranceAnnual BonusMeal AllowanceShift Allowance

Key Requirements

  • •University degree (Post Graduation/Bachelors) required.
  • •Excellent verbal and written communication skills in English.
  • •Good quantitative/analytical skills.
  • •High level of MS Excel skills required.
  • •Ability to troubleshoot and explain complex subjects with a positive, energetic attitude.
Experience:Finance
Education:Bachelor's
Skills:CommunicationTroubleshootingAnalytical thinkingCustomer serviceLearning mindset
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