Client Services Representative: Funds & Banking
Interactive Brokers
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.
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