Global Securities Transfers Specialist (Hybrid)

Interactive Brokers; Zug; Hybrid; CHF 90,000 - 120,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

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.

Skills

Client service

Securities knowledge

Global custody

Problem solving

Communication

English fluency

German

French

Education

Banking or commercial apprenticeship

Job description

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.