Client Services Associate I

Interactive Brokers Group; Mumbai; On-site; INR 500,000 - 700,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus (cash & stocks)

Medical & Life Insurance

Modern offices & amenities

Monthly food card

Shift allowance & pickup/drop

Referral bonus

Team building events

Job summary

Interactive Brokers Group, Inc. is seeking MBA/Graduate freshers with a finance background and a professional demeanor suitable for interaction with an experienced clientele base.

The ideal candidate will have strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. Responsibilities include responding to client inquiries via calls, email and chat; learning IBKR products on global

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.
• Enthusiastic/energetic personality with a positive attitude towards learning more about global financial markets.

Responsibilities

• 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

Skills

Communication skills

Quantitative/analytical skills

Enthusiastic/energetic personality

Education

University degree (Post Graduation/Bachelors)

Tools

MS Excel

Job description

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting‑edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron’s has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi‑national team and be a part of a company that simplifies and enhances financial opportunities using state‑of‑the‑art technology.

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.