Client Services Associate I

Posted 2 Days Ago
Be an Early Applicant
Mumbai, Maharashtra, IND
In-Office
Junior
Financial Services
The Role
Respond to retail and professional clients through calls, email, and chat. Assist with account opening and funding, explain trading platform features and margin requirements, investigate trade issues and order executions, and explain how securities regulations affect customers. The role requires strong communication, quantitative and analytical skills, fluent English, advanced Excel proficiency, and knowledge of global financial products and exchanges.
Summary Generated by Built In

About the Company

 

Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.

 

For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.

 

Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.

 

Interactive Brokers, India is looking for professionals having experience in international BPO with strong communication abilities.

Job 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 of Client services experience in the International BPO industry
• Education: University degree (Bachelors) required
• High level of MS Excel skills required
• Language skills: Fluent English
• Good quantitative/analytical skills
• Excellent oral/written communication skills are required.
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.


Skills Required

  • 2+ years of client services experience in the international BPO industry
  • Bachelor’s degree
  • High-level Microsoft Excel skills
  • Fluent English
  • Good quantitative and analytical skills
  • Excellent oral and written communication skills

Interactive Brokers Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Interactive Brokers and has not been reviewed or approved by Interactive Brokers.

  • Healthcare Strength — Health coverage is described as comprehensive, with company-covered premiums available in some plans, plus dental and vision. Wellness incentives and accessible care benefits contribute to the perceived value of the package.
  • Strong & Reliable Incentives — Total compensation commonly includes discretionary bonuses and stock grants that enhance earnings. These elements are frequently cited as meaningful parts of overall pay.
  • Pay Growth & Progression — Annual pay increases are mentioned across multiple roles. This supports a perception of steady early-stage progression.

Interactive Brokers Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Greenwich, CT
2,441 Employees

What We Do

Rated #1 Best Online Broker in 2022 for 5 consecutive years by Barron's. Interactive Brokers Group (Nasdaq: IBKR) and its predecessor companies have been building trading technology for over 44 years. Interactive Brokers Group’s consolidated equity capital exceeds $10 billion. Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools. Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com

Similar Jobs

In-Office
Mumbai, Maharashtra, IND
2441 Employees
In-Office
Mumbai, Maharashtra, IND
2441 Employees
Hybrid
Mumbai, Maharashtra, IND
289097 Employees
Hybrid
Mumbai, Maharashtra, IND
289097 Employees

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account