Client Services Representative: Funds & Banking – (German or any other EU language is mandatory)
Interactive Brokers seeks a banking professional to resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy via telephone, email and online chat.
Client inquiries typically encompass a broad array of themes, including:
Support Cash deposit and withdrawal activity, position transfers, and account administrative functions.
Systematically follow up on and resolve pending transfers, differences and cash transfer-related issues.
Margin calculations; Commission structure, interest and fee.
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.
Qualification & Skills
Must be fluent in English and German or Spanish
Banking/commercial apprenticeship or university degree in finance, economics or a related field
Experience in a financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse) is preferred but not required.
In-depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed income
Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email or online chat.
Understand and Interpret SWIFT messages (MT103, MT 540)
Experience with International security clearing and settlement, as well as experience with cash settlement, preferred but not required.
Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies preferred but not required
Interactive Brokers LLC, a subsidiary of Interactive Brokers Group, Inc. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.
Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.