Position Overview
Responsibilities
As part of our Client Services group, you will liaise with Interactive Brokers’ clients from around the globe, including but not limited to professional retail clients, advisors and broker-dealers. Our goal is to develop and maintain long-term client relationships through responsive, superior and high-touch service while we continue to advance on technology and expand our global product offerings.
Handle clients’ enquiries via different channels including email, ticket, live chat and phone callFamiliarize with various proprietary platforms including trading systems and administrative portals in order to educate clients to align with our self-service and highly automated business modelAssist clients in understanding the entire trading cycle, including but not limited to funding process, position transfers, corporate actions, margin calculation and statements reconciliationTroubleshoot with clients and take ownership when issu...