Client Operations - Client Services Associate I

Interactive Brokers Group
Budapest
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 2-3 yearsEducation: bachelorsSkills: ["Communication","Customer service","Problem-solving","Sound judgment","Initiative"]

Resolve routine and complex client service inquiries via phone, email, and chat for trading and brokerage customers. Troubleshoot and explain key aspects of IBKR Trader Workstation, Web Trader, and Mobile Trader, including orders, settlement, corporate actions, and margin/fees. Coordinate with international client service teams and partner departments such as Programming, Clearing, Cashiering, and Compliance to improve client service systems, policies, and procedures.

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Interactive Brokers Group
Interactive Brokers Group
2 months ago

Client Operations - Client Services Associate I

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Last checked: 3 days agoStatus: Live

Job Summary

Resolve routine and complex client service inquiries via phone, email, and chat for trading and brokerage customers. Troubleshoot and explain key aspects of IBKR Trader Workstation, Web Trader, and Mobile Trader, including orders, settlement, corporate actions, and margin/fees. Coordinate with international client service teams and partner departments such as Programming, Clearing, Cashiering, and Compliance to improve client service systems, policies, and procedures.
Location: Budapest
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Resolve routine and complex client service issues via phone, email, and chat with courtesy and sound judgment.
  • •Troubleshoot and explain operability of IBKR Trader Workstation, Web Trader, and Mobile Trader (trading modules and analytical tools).
  • •Support account and transaction topics including cash deposit/withdrawal, position transfers, and account administrative functions.
  • •Help clients with exchange/clearing/depository and order topics such as order types, routing logic, order status, settlement, and corporate actions.
  • •Coordinate with other client service divisions and departments (Programming, Clearing, Cashiering, Compliance) and contribute to client service systems, policies, and procedures.

Pay and Benefits

Perks:Health InsuranceMeal AllowanceMonthly Pass

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 and German; EU passport or qualifying work permit/residency to work in Hungary.
Experience:2-3 years
Education:Bachelor's
Skills:CommunicationCustomer serviceProblem-solvingSound judgmentInitiative
Languages:EnglishGerman
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