Client Service Representative Funds and Banking
Job Description & Responsibilities
Interactive Brokers seeks a banking professional to resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy via telephone, e-mail and online chat.
Client inquiries typically encompass a broad array of themes including:
- Support Cash deposit and withdrawal activity, position transfers, and account administrative functions
- Fraud Prevention
- Systematically follow-up on and resolve pending transfers, differences and cash transfer related issues
- Margin calculations; Commission structure, interest and fee.
- Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures.
Qualification & Skills
- Banking/commercial apprenticeship or university degree in finance, economics or related field.
- Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse) preferred but not required.
- In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed income.
- Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email or online chat.
- Understand and Interpret SWIFT messages (MT103, MT 540)
- Experience with International security clearing and settlement as well as experience with cash settlement preferred but not required
- Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies preferred but not required
- Fluent English plus any other EU language is mandatory.
Interactive Brokers ("IBKR"), a subsidiary of publicly-traded Interactive Brokers Group, Inc., based in Greenwich, Connecticut (NASDAQ: IBKR) is a low-cost provider of trade execution and clearing services for active traders, institutional investors, financial advisors and introducing brokers. IBKR’s premier technology provides electronic access to stocks, options, futures, forex, bonds, and funds worldwide from a single IBKR Integrated Investment account. IBKR is one of the largest online brokers by trade volume and is consistently ranked at the top of its field.
Our employees are part of a dynamic, multinational, fast-paced, results-oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools.
Our headquarters are in Greenwich, CT, USA. IBKR has offices in the United States, Australia, Canada, China, Estonia, Hong Kong, Hungary, India, Ireland, Japan, Luxembourg, Russia, Singapore, Switzerland and United Kingdom.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.
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For more information, please visit www.ibkr.com/info