Full-Time

Client Services Representative

Confirmed live in the last 24 hours

Interactive Brokers

Interactive Brokers

1,001-5,000 employees

Online trading platform with low-cost access

No salary listed

Junior, Mid

Mumbai, Maharashtra, India

Category
Customer Experience & Support
Customer Education & Training
Customer Support
Required Skills
Excel/Numbers/Sheets
Requirements
  • 2 years in trading or brokerage services
  • University degree (Bachelors) required
  • NCFM/NISM certifications in capital markets, derivatives and currency derivatives
  • High level of MS Excel skills required
  • Fluent English
  • Good quantitative/analytical skills
  • Excellent oral/written communication skills required
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

Interactive Brokers provides an online trading platform that allows individual traders, investors, and financial advisors to access a variety of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform operates in over 135 markets across 33 countries, giving clients the ability to diversify their investments globally. Interactive Brokers stands out from competitors by offering low commissions and financing rates, ensuring that trading remains affordable. They focus on best execution, aiming to secure the best prices for trades. Unique features include the ability to purchase fractional shares, making high-value stocks accessible to more investors, and the IMPACT app, which helps users align their investments with personal values like sustainability. The goal of Interactive Brokers is to provide a comprehensive and cost-effective trading experience for clients worldwide.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Greenwich, Connecticut

Founded

1977

Simplify Jobs

Simplify's Take

What believers are saying

  • The addition of cryptocurrencies expands Interactive Brokers' customer base.
  • Fractional shares attract younger investors with limited capital.
  • Global market access, like the Ljubljana Stock Exchange, appeals to diversifying investors.

What critics are saying

  • Competition from commission-free platforms like Robinhood could erode market share.
  • Regulatory scrutiny on cryptocurrency trading may impact recent expansions.
  • Cyber threats pose security risks, especially with digital currency expansion.

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.
  • Interactive Brokers' IMPACT app aligns investments with personal values, like sustainability.

Help us improve and share your feedback! Did you find this helpful?

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

Finance Magnates
May 13th, 2025
Interactive Brokers Adds ETF Tracking Dividend-Paying Stocks on Hong Kong Stock Exchange

Interactive Brokers has added a Hong Kong-focused dividend ETF to its no-transaction-fee lineup.

LeapRate
Apr 23rd, 2025
Interactive Brokers Launches Home Savings Account in Canada

Interactive Brokers launches Home Savings Account in Canada.

Liquidity24
Apr 17th, 2025
Transaction History Page to Improve IB Client Portal

Interactive Brokers has rolled out an update to its Client Portal.

Finance Magnates
Mar 26th, 2025
Interactive Brokers Brings Solana, Cardano, XRP, and Dogecoin to Trading Platform

Interactive Brokers added four new cryptocurrencies to its trading platform: Solana (SOL), Cardano (ADA), Ripple (XRP), and Dogecoin (DOGE).

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.