Job Summary

The ideal candidate must have a high-level professional demeanor suitable for interaction with an experienced and active global clientele base. Exposure in the global client handling process (respond to retail and professional clients queries via email, chats, and inbound calls) Assist clients with enquiries about accounts opening. Collaborate with other cross-functional teams to assist with account approval and maintenance. You will review documentation related to current account opening. Follow internal policy and procedures when dealing with various account-related tasks.

Responsibilities

- Exposure in the global client handling process (respond to retail and professional clients queries via email, chats, and inbound calls)
- Assist clients with enquiries about accounts opening
- Collaborate with other cross-functional teams to assist with account approval and maintenance
- You will review documentation related to new account opening




- Follow internal policy and procedures when dealing with various account-related tasks

Qualifications

- Education: University degree required (MBA/bachelors in finance background)
- Excellent verbal and written communication skills in English are a must
- Proficient user of MS Office applications, especially Excel
- Ability to prioritize effectively and multitask
- Independent, punctual, and careful working methods
- Organized team player with an excellent eye for detail
- Good quantitative/analytical skills

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.

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