Funds & Banking Associate I

ibkrยท Client Services
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๐Ÿ“ Mumbai, India

About this role

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.

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.

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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)
  • Comfortable with rotational shifts including night shifts.

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Company Benefits & Perks:ย 

  • 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

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* Depending upon the shifts.

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

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Frequently Asked Questions

Is the salary disclosed for the Funds & Banking Associate I position at ibkr?
The salary for this Funds & Banking Associate I role at ibkr is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Funds & Banking Associate I position at ibkr located?
This Funds & Banking Associate I role at ibkr is based in Mumbai, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Funds & Banking Associate I at ibkr belong to?
This Funds & Banking Associate I position is part of the Client Services department at ibkr. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Funds & Banking Associate I position at ibkr?
Click the "Apply Now" button on this page. You will be redirected to ibkr's official application portal hosted on greenhouse where you can submit your application directly.
When was the Funds & Banking Associate I job at ibkr posted?
This Funds & Banking Associate I position at ibkr was posted on Oct 12, 2023. Apply as soon as possible โ€” early applications are often reviewed first.
Funds & Banking Associate I
ibkr
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