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Client Services Representative: Funds & Banking image - Rise Careers
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Client Services Representative: Funds & Banking

Job Description & Requirements:

  • Resolve client inquiries via calls, chats, and e-mail for Asset transfers as well as cash transfer related to client support.
  • Closely work with our back office to manage and resolve all securities related queries from our clients globally including systematically follow-up to resolve pending transfers/settlements, differences, and breaks
  • Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow up on Settlements completion)
  • Ensure query resolution till completion within agreed service levels and client satisfaction.
  • Commit to a culture of continues improvement and centered on client service.
  • Deliver excellent client service while continuously challenging our process efficiency and behavior.

Qualification:

  • Education: University degree (Bachelors) required.
  • Experience: Previous client service experience within the financial and security service industry, preferrable in area of Settlement (Securities transfers in all kinds) and/or Cash transfers / Or MBA apprenticeship with finance profile / Or 3 years of Inbound Client services experience in the International BPO industry for banking/ finance process.
  • Passion for dealing with clients and understanding of securities and global custody products.
  • Can-do mentality with proven ability to increase customer satisfaction (you`re a keen observer and problem solver) and with a flair for new technologies.
  • Strong problem-solving skills and able to work under pressure.
  • Focused on client service and timely resolving of client enquiries.
  • Adaptable, motivated, self-directed, and driven (always staying up to date and improving)
  • Fluent in English (any other European language is a plus)

Company Benefits & Perks:

  • Competitive salary package.
  • Performance based annual bonus (cash and stocks).
  • Group Medical & Life Insurance.
  • Modern offices with free amenities & fully stocked cafeterias.
  • Monthly food card & company paid snacks.
  • Hardship/shift allowance with company provided pickup & drop facility*
  • Attractive employee referral bonus.
  • Frequent company sponsored team building events and outings.
  • Depending upon the shifts.

**The benefits package is subject to change at the management's discretion.


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Company Overview

Interactive Brokers LLC, a subsidiary of Interactive Brokers Group, Inc. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.

Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.

IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.

Click the link to view a short video with a few words from current Interactive Brokers employees: https://www.interactivebrokers.com/en/index.php?f=31899

Interactive Brokers Group serves investors who interact with world markets, focusing on the power and speed of electronic trading. It does business through electronic market-maker Timber Hill and its Interactive Brokers subsidiaries. The group pro...

29 jobs
FUNDING
TEAM SIZE
DATE POSTED
July 24, 2023

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