Global Client Associate

at  interactive brokers

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.

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 English and 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 Hungary

• Resolve routine and complex client service issues via phone, email, and chat thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy. Client inquiries typically encompass a broad array of themes, including:
• Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including 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.