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 thoroughly and expeditiously via phone, email, and chat, utilizing sound judgment and emphasizing courtesy. Client inquiries typically encompass a wide array of themes, including the operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, 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 in English + Russian/Spanish/Italian/French
- 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 Estonia.
Company Benefits & Perks
- Discretionary, performance based bonus
- Private health insurance, sport activity compensation
- Stock incentive plan
- Daily food allowance in the office
- Hybrid way of working (2 days home office/week)
- Great atmosphere with friendly and exceptional colleagues and frequent company outings.
