Global Client Associate

Posted 10 Days Ago
Be an Early Applicant
Budapest
Junior
Financial Services
The Role
The Global Client Associate at Interactive Brokers is responsible for resolving complex client service issues across various communication channels. This role involves troubleshooting trading platforms, understanding financial instruments, and collaborating with different departments to improve client service systems and processes.
Summary Generated by Built In
Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Position

Interactive Brokers seeks high-level, serious individuals with a client services background and a professional demeanor suitable for interaction with an experienced and active clientele base. The ideal candidate will be able to troubleshoot and explain complex subjects and identify opportunities for technology-based improvements.


Responsibilities

  • Resolve routine and complex client service issues via phone, email, and chat thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy.  Client inquiries typically encompass a broad array of themes, including:
    • Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools
    • Cash deposit and withdrawal activity, position transfers, and account administrative functions
    • Product availability and attributes
    • Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions
    • Margin calculations, commission structure, interest and fees
  • Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures.


Qualifications, Skills & Attributes
Minimum qualifications:

  • Bachelor’s or advanced degree in finance, economics or a related field
  • 2-3 years of experience in client services or related field.
  • Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email and online chat
  • General understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed-income
  • Languages: Fluent English and Italian
  • Ability to work in a dynamic, medium-size office environment
  • Candidates must have an EU passport or a qualifying work permit/residency to work in Hungary


Company Benefits & Perks

  • Discretionary annual bonus (cash and stock)
  • Private healthcare insurance
  • Free recreational pass (AYCM XL package)
  • Daily food allowance in the office
  • Monthly BKK pass
  • Hybrid way of working (2 days home office/week)
  • Modern office in the heart of Budapest with free amenities
  • Great atmosphere with friendly and exceptional colleagues and frequent company outings


*The benefits package will be reviewed regularly and may be subject to change.

 

If you are motivated and have strong initiative, we can offer you a position that will both challenge and reward you. You will be part of an exciting team helping to shape one of the world’s strongest trading and brokerage brands and part of a global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth.


The Company
HQ: Greenwich, CT
2,441 Employees
On-site Workplace

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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