Hybrid Funds & Banking Analyst I — Client Experience

Interactive Brokers; Chicago (IL); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Stock awards

401(k) retirement plan with company匹配

Excellent health and wellness benefits

Wellness programs

Parental leave

Life insurance and disability coverage

Flexible Spending Accounts

Education reimbursement

Job summary

Interactive Brokers in Chicago is seeking a Client Experience professional to support asset and cash transfer inquiries, collaborate with back office, and deliver exceptional service to clients across markets.

The role offers a hybrid work arrangement (4 days in office, 1 day remote) and requires a bachelor's degree with 3 years of inbound client services experience; strong communication and problem-solving are essential.

Qualifications

• Bachelor's degree required.
• 3 years of inbound client services experience in finance or related field.
• Passion for dealing with clients and understanding securities and global custody products.
• Strong communication skills in business language; additional languages a plus.
• Comfortable with rotational shifts including night shifts.

Responsibilities

• Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support.
• Closely work with back office to manage and resolve all securities-related queries from clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks.
• Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement, including clarifications and follow-up on settlements completion.
• Ensure query resolution till completion within agreed service levels and client satisfaction standards.
• Document client interactions and maintain accurate records in CRM and ticketing systems.
• Participate in ongoing training programs to develop expertise in settlement processes, cash transfers, and global custody products.
• Collaborate with team members to identify common client issues and contribute to knowledge base development.
• Deliver excellent client service while continuously challenging process efficiency and behavior.

Skills

Customer service

Communication

Problem solving

Adaptable

Team player

Education

Bachelor's degree

Job description

Interactive Brokers in Chicago is seeking a Client Experience professional to support asset and cash transfer inquiries, collaborate with back office, and deliver exceptional service to clients across markets.

The role offers a hybrid work arrangement (4 days in office, 1 day remote) and requires a bachelor's degree with 3 years of inbound client services experience; strong communication and problem-solving are essential.