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.
Responsibilities - Handle clients’ enquiries via different channels including email, ticket, live chat and phone call
- Familiarize 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 model
- Assist clients in understanding the entire trading cycle, including but not limited to funding process, position transfers, corporate actions, margin calculation and statements reconciliation
- Troubleshoot with clients and take owners...