IN

Client Services Representative

Interactive Brokers
Mumbai3-12 LPA Posted 9 Sept 2025
FULL TIME
Ms Excel

Job Description

RESPONSIBILITIES:

  • Respond to retail and professional clients inquiries via inbound calls, email, and online chat
  • Obtain a thorough knowledge of products offered by IB on various global exchanges
  • Assist clients with opening and funding accounts
  • Show clients how to use different features of the Trader Workstation
  • Explain margin requirements to clients
  • Investigate trade issues and order executions
  • Knowledge of securities regulations impact on customers

Qualifications:

  • Experience: 5+ years of Client services experience in the International BPO industry
  • Education: University degree (Bachelors) required
  • High level of MS Excel skills required
  • Language skills: Fluent English
  • Good quantitative/analytical skills
  • Excellent oral/written communication skills are required.

Required Skills

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