Client Services - Technical Assistance Supervisor

Posted 3 Days Ago
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Mumbai, Maharashtra, IND
In-Office
Senior level
Financial Services
The Role
Supervise a technical client support team, oversee troubleshooting of trading platforms and account issues, manage escalations, coach representatives, monitor service metrics, improve support processes, deliver training, document resolutions, and report performance trends to management.
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.

About the role

As a Client Technical Support Supervisor at Interactive Brokers, you will play a crucial role in leading and supervising a team of client support professionals to ensure exceptional technical assistance and client service to our clients. This role requires effective communication skills to manage and resolve complex technical issues faced by our clients. If you have initiative, are motivated, analytical, and methodical, and enjoy working with people, this position will challenge and reward you. In addition, you will be part of a team that is building one of the world’s strongest brokerage brands. 

Responsibilities

  • Supervisory Leadership: Lead, mentor, and guide a team of Technical Assistance Client Support Representatives, fostering a positive and collaborative team environment.
  • Issue Resolution: Oversee the troubleshooting and resolution of complex technical issues related to trading platforms, account setup and software functionalities.
  • Client Communication: Communicate professionally and effectively with clients, acting as an escalation point and providing clear and concise solutions to their technical problems while maintaining high client satisfaction.
  • Process Improvement: Identify areas for process improvement within the technical support workflow, proposing and implementing strategies to enhance efficiency and effectiveness.
  • Training and Development: Develop and conduct training sessions for team members to ensure they are up-to-date.
  • Performance Metrics: Monitor and analyse key performance metrics to ensure the team meets or exceeds defined service level agreements (SLAs).
  • Escalation Management: Manage and escalate critical technical issues to appropriate internal teams while keeping clients informed about issue resolution progress.
  • Documentation: Ensure accurate documentation of client interactions, technical issues, and resolutions in internal systems.
  • Reporting: Prepare and present regular reports to management, highlighting team performance, trends in technical issues, and areas for improvement. 

Requirements

  • Bachelor’s degree preferred if in STEM fields, a valid IT certification, or equivalent experience of no less than five years.
  • Three-plus years in a client-facing support role.
  • Five-plus years of experience working with Windows, Macs, software and connectivity support.
  • Previous experience in a supervisory, team lead or technical lead role demonstrating effective leadership and coaching skills.
  • Excellent communication and interpersonal skills, with the ability to interact professionally with clients and internal stakeholders.
  • Experience working with support ticketing systems (knowledge of Confluence/JIRA is a plus)
  • Adaptable to a constantly evolving technical environment.
  • Initiative and desire to learn new skills/technologies and remain current with the latest trends.
  • Passion for solving technical problems.
  • Languages: Fluency in English is a must. Proficiency in any other is a plus.
  • Experience with financial products and services 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 discretion of management. **

Skills Required

  • Bachelor's degree, preferably in a STEM field, a valid IT certification, or equivalent experience of at least five years
  • At least three years of experience in a client-facing support role
  • At least five years of experience supporting Windows, Mac systems, software, and connectivity
  • Previous supervisory, team lead, or technical lead experience with leadership and coaching responsibilities
  • Excellent communication and interpersonal skills
  • Experience with support ticketing systems
  • Fluency in English
  • Knowledge of Confluence or JIRA
  • Experience with financial products and services
  • Proficiency in another language

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

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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

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