Financial Services Professional

3 days ago


Budapest, Budapest, Czech Republic Interactive Brokers Full time
About Us

Interactive Brokers Group is a leading technology-driven financial services company that has been at the forefront of trading innovation since 1983. Our commitment to pushing boundaries and challenging the status quo has earned us recognition as a leader in the financial services industry.

Job Description

We seek high-level, serious individuals with a client services background and a professional demeanor suitable for interaction with an experienced and active clientele base. As a Financial Services Professional - Client Associate, you will be responsible for troubleshooting and explaining complex subjects, identifying opportunities for technology-based improvements, and providing exceptional client service via phone, email, and chat.

Responsibilities
  • Client Service: Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy.
  • Platform Operations: Operate IBKR Trader Workstation, Web Trader, and Mobile Trader execution platforms, including trading modules and analytical tools.
  • Cash Management: Coordinate activities related to cash deposit and withdrawal activity, position transfers, and account administrative functions.
  • Product Knowledge: Provide information on 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.
  • Margins and Fees: Explain margin calculations, commission structure, interest, and fees.
Requirements
  • Degree: Bachelor's or advanced degree in finance, economics, or a related field.
  • Client Services Experience: 2-3 years of experience in client services or a related field.
  • Communication Skills: Strong verbal and written communication skills to accommodate client inquiries.
  • General Financial Knowledge: General understanding of financial instruments: stocks, securities options, futures, options on futures, foreign exchange, and fixed-income.
  • Languages: Fluent English and French.
Benefits
  • Discretionary Annual Bonus: Cash and stock bonus.
  • Private Healthcare Insurance: Comprehensive insurance coverage.
  • Free Recreational Pass: AYCM XL package.
  • Daily Food Allowance: Enjoy daily meals in the office.
  • Monthly BKK Pass: Convenient transportation.
  • Hybrid Work Arrangement: Work from home two days a week.
  • Modern Office: State-of-the-art office space in the heart of Budapest.


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