
Funds & Banking Associate I at Interactive Brokers
Mumbai, IndiaFull-timeClient ServicesPosted 11 days ago
About the Role
<div class="content-intro"><p></p>
<h3>Company Overview</h3>
<p>Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.</p>
<p>IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.</p>
<p>Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.</p>
<p></p></div><h3 style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Job Description & Requirements:</span></h3>
<ul style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;">
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support.</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">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.</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">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)</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Ensure query resolution till completion within agreed service levels and client satisfaction.</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Commit to a culture of continuous improvement and centered on client service.</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Deliver excellent client service while continuously challenging our process efficiency and behavior.</span></li>
</ul>
<h3 style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"> </h3>
<h3 style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Qualification:</span></h3>
<ul style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;">
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Education: University degree (Bachelors) required</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">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.</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Passion for dealing with clients and understanding of securities and global custody products.</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">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</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Strong problem-solving skills and ability to work under pressure</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Focused on client service and timely resolving of client enquiries.</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Adaptable, motivated, self-directed, and driven (always staying up to date and improving)</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Fluent in English (any other European language is a plus)</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Comfortable with rotational shifts including night shifts.</span></li>
</ul>
<h3 style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"> </h3>
<h3 style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Company Benefits & Perks: </span></strong></h3>
<ul style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;">
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Competitive salary package.</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Performance-based annual bonus (</span><em style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">cash and stocks</span></em><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">)</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Group Medical & Life Insurance.</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Modern offices with free amenities & fully stocked cafeterias</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Monthly food card & company-paid snacks.</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hardship/shift allowance with company-provided pickup & drop facility*</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Attractive employee referral bonus.</span></li>
<li style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Frequent company-sponsored team-building events and outings</span></li>
</ul>
<p style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"> </p>
<p style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">* </span><em style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Depending upon the shifts.</span></em></p>
<p style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">**</span><em style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;"><span style="color: rgb(14, 16, 26); margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The benefits package is subject to change at the management's discretion.</span></em></p>
<h6><strong>#LI-HP1</strong></h6>
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