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.

Qualifications Experience:




Fluent in English with solid verbal and written communication skills
University degree/Bachelors in finance, economics, or related field with a minimum of two years of financial industry experience
If Fresher, MBA or Masters 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
Robust 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 p

📌 Client Services Representative Navi Mumbai (India)
🏢 Interactive Brokers
📍 India