Financial Services Professional
3 days ago
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 DescriptionWe 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.
- 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.
- 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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