Application Services Associate I

Interactive Brokers; Mumbai; Hybrid; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus (cash & stocks)

Hybrid work model

Medical Insurance

Life Insurance

Monthly food card

Snack allowance

Shift allowance with pickup/drop

Referral bonus

Team building events

Job summary

Interactive Brokers in Mumbai seeks a client-facing specialist to manage global client inquiries and support account opening processes. You will interact with retail and professional clients via email, chat, and calls, guiding them through documentation and approvals.

The role requires a finance background, strong English communication, and proficiency in MS Office. You will work in a hybrid setup with emphasis on accuracy and teamwork.

Qualifications

• Education: MBA or bachelor’s in finance.
• Excellent verbal and written English.
• Proficient in MS Office, especially Excel.
• Ability to prioritize and multitask.
• Independent, punctual, and careful working methods.
• Organized team player with attention to detail.
• Good quantitative/analytical skills.

Responsibilities

• Handle global client inquiries via email, chats, and calls.
• Assist clients with account opening inquiries.
• Collaborate with cross-functional teams for account approval/maintenance.
• Review documentation for new account opening.
• Follow internal policies on account-related tasks.

Skills

English proficiency

MS Excel

Analytical skills

Multitasking

Time management

Attention to detail

Team player

Organized

Education

MBA or finance bachelor's

Tools

MS Office

Job description

Position Details

The ideal candidate must have a high-level professional demeanor suitable for interaction with an experienced and active global clientele base.

Job Description

• Exposure in the global client handling process (respond to retail and professional clients' queries via email, chats, and inbound calls)
• Assist clients with enquiries about accounts opening.
• Collaborate with other cross-functional teams to assist with account approval and maintenance.
• You will review documentation related to new account opening.
• Follow internal policy and procedures when dealing with various account-related tasks.

Qualifications

• Education: University degree required (MBA/bachelor's in finance background)
• Excellent verbal and written communication skills in English are a must.
• Proficient user of MS Office applications, especially Excel
• Ability to prioritize effectively and multitask.
• Independent, punctual, and careful working methods
• Organized team player with an excellent eye for detail
• Good quantitative/analytical skills

Company Benefits & Perks

• Competitive salary package.
• Performance based annual bonus (cash and stocks).
• Hybrid working model (4 days office/week).
• Group Medical & Life Insurance.
• Modern offices with free amenities & fully stocked cafeterias.
• Monthly food card & company paid snacks.
• Hardship/shift allowance with company provided pickup & drop facility*
• Attractive employee referral bonus.
• Frequent company sponsored team building events and outings.
• Depending upon the shifts.
• The benefits package is subject to change at the management's discretion.