Job Summary

Interactive Brokers seeks high-level, serious individuals with a financial services industry background and a professional demeanour 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.

Responsibilities

- Respond to retail and skilled 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

- Experience: 2 years in trading or brokerage services
- Education: University degree (Bachelors) required
- NCFM/NISM certifications in capital markets, derivatives and currency derivatives
- High level of MS Excel skills required
- Language skills: Fluent English
- Good quantitative/analytical skills
- Excellent oral/written communication skills required

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Client Services Associate I (Mumbai)
🏢 Interactive Brokers
📍 Mumbai