Client Services Representative: Funds & Banking

Job Description & Requirements

Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support

Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic 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 continuous 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, preferably in the area of Settlement (Securities transfers of all kinds) and/or Cash transfers / Or MBA apprenticeship with a finance profile / or three 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 client satisfaction (you're a keen observer and problem solver) and with a flair for new technologies

Strong problem-solving skills and ability 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

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