Campus - Client Services Associate I

Colonial Group; Mumbai; On-site; INR 400,000 - 800,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus (cash and stocks)

Group Medical & Life Insurance

Modern offices with free amenities

Monthly food card

Company paid snacks

Shift allowance with pickup & drop

Referral bonus

Team building events

Job summary

Interactive Brokers in Mumbai seeks MBA/Graduate freshers with a finance background for a client-facing role with experienced clientele. You will respond to inquiries via inbound calls, email and chat and assist with opening and funding accounts.

You will learn IB's global product offerings, demonstrate Trader Workstation features, explain margin requirements and investigate trade issues while staying compliant with securities regulations. The position offers growth and a supportive team.

Qualifications

• Education: University degree (Post Graduation/Bachelors) required.
• Excellent verbal and written communication skills in English.
• Good quantitative/analytical skills.
• High level of MS Excel skills required.
• Energetic attitude towards learning about global financial markets.

Responsibilities

• Respond to clients' inquiries via inbound calls, email and online chat.
• Obtain a thorough knowledge of IB products on global exchanges.
• Assist clients with opening and funding accounts.
• Show clients how to use Trader Workstation features.
• Explain margin requirements to clients.
• Investigate trade issues and order executions.
• Knowledge of securities regulations impact on customers.

Skills

Math Aptitude

Quantitative Skills

Excel

English Proficiency

Troubleshooting

Client Interaction

Education

University degree (Post Graduation/Bachelors)

Tools

Trader Workstation

Job description

Job Description and Responsibilities:

Interactive Brokers is seeking MBA/Graduate freshers with a finance background and a professional demeanor suitable for interaction with an experienced and active clientele base. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.

• Respond to retail and professional clients' inquiries via inbound calls, email and online chat
• Obtain a thorough knowledge of products offered by IB on various global exchanges
• Assist clients with opening and funding accounts
• Show clients how to use different features of the Trader Workstation
• Explain margin requirements to clients
• Investigate trade issues and order executions
• Knowledge of securities regulations impact on customers

Qualifications:

• Education: University degree (Post Graduation/Bachelors) required
• Excellent verbal and written communication skills in English.
• Good quantitative/analytical skills
• High level of MS Excel skills required
• An Enthusiastic/Energetic personality with a positive attitude towards learning more about global financial markets.

Company Benefits & Perks:

• Competitive salary package.
• Performance based annual bonus (cash and stocks).
• 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.