Full-Time

Client Services Representative

Trade Issue

Confirmed live in the last 24 hours

Interactive Brokers

Interactive Brokers

1,001-5,000 employees

Online trading platform with low commissions

No salary listed

Junior, Mid

Mumbai, Maharashtra, India

Category
Customer Experience
Customer Support
Customer Success & Support
Required Skills
Fixed Income Securities
Excel/Numbers/Sheets
Requirements
  • Fluent in English with strong verbal and written communication skills
  • University degree/Bachelor's in finance, economics, or related field with a minimum of two years of financial industry experience
  • If Fresher, MBA or Master's Degree in Finance or a related field. Candidates with trading experience would be preferred.
  • In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulations
  • Excellent product knowledge: Equities, Options, Futures, Options on Futures, Fixed income, Mutual Funds, FX, CFDs, Crypto
  • Strong PC technologies proficiency: Advanced Excel, Office Suite, Email
  • Trouble-shooter with a critical thinking mindset, passionate about technology and financial markets
  • Self-starter, able to handle stress, with the ability to work independently as well as part of a team
  • NISM-certified Series 7 (Capital markets) and Series 8 (Equity Derivatives) or in the process of obtaining both certifications
Responsibilities
  • Investigation of client inquiries encompassing a broad array of themes, including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiries
  • Resolve routine and complex client inquiries, concerns and complaints via telephone, tickets, and chats thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy.
  • Familiarize with various proprietary platforms, including trading systems and administrative portals, to educate clients to align with our self-service and highly automated business model.
  • Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance and other service groups worldwide.
  • Analysis of existing systems and procedures to recommend and assist in implementing enhancements
  • Contribute to the development of client service systems, policies and procedures.
Desired Qualifications
  • Candidates with trading experience would be preferred.

Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and financing rates, allowing clients to trade affordably while ensuring best execution for their trades. Unique features like fractional shares and the IMPACT app enable users to invest in high-value stocks and align their investments with personal values. The company's goal is to deliver a comprehensive trading experience with advanced technology and global market access.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Greenwich, Connecticut

Founded

1977

Simplify Jobs

Simplify's Take

What believers are saying

  • Expansion to Ljubljana Stock Exchange broadens investment opportunities in Central Europe.
  • Recent updates to GlobalTrader app enhance user experience and trading flexibility.
  • Launch of Nifty 50 Index Futures on SGX expands product offerings for investors.

What critics are saying

  • Increased competition from zero-commission platforms like Robinhood may erode market share.
  • Patent litigation with Trading Technologies could lead to significant legal expenses.
  • Expansion into new markets may expose the company to unfamiliar regulatory risks.

What makes Interactive Brokers unique

  • Interactive Brokers offers low commissions and financing rates, making trading affordable.
  • The platform provides access to over 160 markets in 33 countries, enhancing global reach.
  • Innovative features like fractional shares and the IMPACT app cater to diverse investor needs.

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Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave

Company News

ETF Daily News
Mar 15th, 2025
Interactive Brokers Group, Inc. (NASDAQ:IBKR) Stake Trimmed by Assetmark Inc.

Finally, Fidelis Capital Partners LLC acquired a new stake in Interactive Brokers Group in the 4th quarter valued at $215,000.

FF News
Mar 11th, 2025
Interactive Brokers Expands Global Reach With Ljubljana Stock Exchange Access

Interactive Brokers, an automated global electronic broker, announced today that it has expanded its market offerings by adding access to the Ljubljana Stock Exchange. With this expansion, clients can trade Slovenian equities alongside products from over 160 other global exchanges, including stocks, options, futures, currencies, bonds, funds, and more, from a single unified platform.Enhancing Market Access for Global InvestorsInteractive Brokers provides access to over 160 markets across the Americas, Europe, and Asia, and adding the Ljubljana Stock Exchange further broadens the investment opportunities for our active traders and institutional investors. Clients can now include Slovenian stocks as part of their portfolio diversification strategies, complementing their European and global investments.“Interactive Brokers continues to expand its market coverage to meet the needs of global investors,” said Milan Galik, Chief Executive Officer of Interactive Brokers. “Adding access to the Ljubljana Stock Exchange allows our clients to explore investment opportunities in Central Europe and further diversify their portfolios with a seamless trading experience.”Competitive Pricing and Advanced Trading TechnologyAs with all Interactive Brokers’ offerings, clients will benefit from:Professional pricing with low commissions, low margin rates, and high interest paid.Global market access to stocks, options, futures, currencies, bonds, funds, and more, from a single unified platform.Powerful trading platforms across web, mobile, and desktop.Interactive Brokers serves clients in over 200 countries and territories, and supports account funding and trading in up to 28 currencies while providing access to real-time market data, news risk management tools, and institutional-grade research

The Finance Data
Mar 8th, 2025
Interactive Brokers Appoints Lori Conkling to Board of Directors

Interactive Brokers (Nasdaq: IBKR), a leading automated global electronic brokerage firm, has officially announced the nomination of Lori Conkling as an independent director of the company.

Liquidity24
Mar 6th, 2025
IBKR Desktop Update: Multi-Monitor Support, New Screeners, and More

Interactive Brokers has launched IBKR Desktop version 0.13 (beta) with several improvements.

FF News
Mar 4th, 2025
Interactive Brokers Launches Nifty 50 Index Futures

Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, announced today the launch of NSE IFSC Nifty 50 Index Futures on the Singapore Exchange (SGX).