Client Services Specialist – Security Transfers

Interactive Brokers; Zug; Hybrid; CHF 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Hybrid working model

Discretionary cash bonus scheme

Discretionary stock grant

Quarterly Gym contribution

Medical Insurance Allowance

Above statutory annual leave

Daily company-paid lunch and healthysn

Corporate events

Zusammenfassung

Interactive Brokers in Switzerland (Zug) is seeking a Client Services Specialist – Security Transfers to handle inquiries via phone, email and chat on Free of Payment and Global Asset Transfers, coordinating with back office to resolve issues.

The role emphasizes timely resolutions, strong client service, and collaboration with Operations Services on settlement clarifications, with a hybrid work arrangement and a competitive benefits package.

Qualifikationen

• Education: Banking or commercial apprenticeship.
• Previous client service experience in the financial and securities services industry, preferably in settlement (securities transfers and/or cash transfers).
• Strong interest in client service and a solid understanding of securities and global custody products.

Aufgaben

• Resolving client enquiries via telephone, email, and online chat relating to Free of Payment and Global Asset Transfers, as well as Cash Transfer support.
• Working closely with our back office to manage and resolve securities-related queries from clients globally, including systematic follow-up to address pending transfers, settlement issues, discrepancies, and breaks.
• Supporting Operations Services in day-to-day Securities/Global Custody transactions, particularly in settlement-related clarifications and follow-up.
• Ensuring timely and complete resolution of queries in accordance with agreed service levels and client satisfaction standards.
• Contributing to a culture of continuous improvement focused on client service.
• Delivering excellent client service while actively identifying opportunities to improve process efficiency and team behaviour.

Kenntnisse

Client service

Securities knowledge

Global custody

Problem solving

Communication

English fluency

German

French

Ausbildung

Banking or commercial apprenticeship

Jobbeschreibung

About the Company

Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.

For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.

Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.

The successful candidate for the Client Services Specialist – Security Transfers role will be a motivated individual with strong initiative and a methodical, analytical approach.

Key Responsibilities

• Resolving client enquiries via telephone, email, and online chat relating to Free of Payment and Global Asset Transfers, as well as Cash Transfer support.
• Working closely with our back office to manage and resolve securities-related queries from clients globally, including systematic follow-up to address pending transfers, settlement issues, discrepancies, and breaks.
• Supporting Operations Services in day-to-day Securities/Global Custody transactions, particularly in settlement-related clarifications and follow-up.
• Ensuring timely and complete resolution of queries in accordance with agreed service levels and client satisfaction standards.
• Contributing to a culture of continuous improvement focused on client service.
• Delivering excellent client service while actively identifying opportunities to improve process efficiency and team behaviour.

Qualifications & Skills

• Education: Banking or commercial apprenticeship.
• Previous client service experience in the financial and securities services industry, preferably in settlement (securities transfers and/or cash transfers).
• Strong interest in client service and a solid understanding of securities and global custody products.
• A proactive mindset with a demonstrated ability to enhance client satisfaction; keen observational and problem-solving skills, with an interest in new technologies.
• Strong problem-solving abilities and the capacity to perform under pressure.
• Client-focused, with a commitment to the timely resolution of enquiries.
• Adaptable, self-motivated, and continuously seeking improvement.
• Fluency in English and German and French is required; any other European language is a plus.

Benefits

• Career support and development
• Salary commensurate with experience
• Performance-based discretionary cash bonus scheme
• Discretionary stock grantQuarterly Gym contribution
• Medical Insurance Allowance*
• Hybrid working model*
• Above statutory annual leave, increasing with service
• Daily company-paid lunch and healthy snack options throughout the day (when working from the office)
• Corporate events

*on successful completion of the probation period