Client Services Associate I Mumbai (India)

Client Services Associate I Mumbai (India)

31 Oct
|
Interactive Brokers
|
India

31 Oct

Interactive Brokers

India

Job Summary

Interactive Brokers seeks high-level, responsible individuals with a financial services industry background and a skilled demeanour suitable for interaction with an experienced and active clientele base. The ideal candidate will have a solid 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 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

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 (India)
🏢 Interactive Brokers
📍 India

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