Funds & Banking Associate I

About The Company

Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.

For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.

Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron's, Investopedia, Stockbrokers.com, and others.

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)
• Comfortable with rotational shifts including night shifts.
  
  

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.