Client Services Associate I

Interactive Brokers Group
Mumbai
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsEducation: bachelorsSkills: ["Troubleshooting","Communication","Analytical thinking","Problem-solving","Customer focus"]

Handle inbound client inquiries via phone, email, and online chat for retail and professional customers. Build product expertise across IB offerings on global exchanges, support account opening and funding, and guide clients in using Trader Workstation features. Explain margin requirements, investigate trade issues and order executions, and apply knowledge of securities regulations affecting customers.

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Interactive Brokers Group
Interactive Brokers Group
4 months ago

Client Services Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live

Job Summary

Handle inbound client inquiries via phone, email, and online chat for retail and professional customers. Build product expertise across IB offerings on global exchanges, support account opening and funding, and guide clients in using Trader Workstation features. Explain margin requirements, investigate trade issues and order executions, and apply knowledge of securities regulations affecting customers.
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
  • •Learn and apply knowledge of IB products across global exchanges
  • •Assist clients with opening and funding accounts
  • •Train clients on using Trader Workstation features
  • •Investigate trade issues, order executions, and explain margin requirements

Pay and Benefits

Perks:Health InsuranceLife InsuranceAnnual BonusPickup DropPaid Snacks

Key Requirements

  • •2 years of trading or brokerage services experience
  • •Bachelor’s degree required
  • •NCFM/NISM certifications in capital markets, derivatives and currency derivatives
  • •High-level MS Excel skills
  • •Fluent English with excellent oral and written communication skills
Experience:2+ years
Education:Bachelor's
Skills:TroubleshootingCommunicationAnalytical thinkingProblem-solvingCustomer focus
Certifications:NCFMNISM
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