Client Services Repres...

Responsibilities

• Respond to retail and professional clients' inquiries via inbound calls, email and online

chat

• Obtain a thorough knowledge of products offered by IBKR 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 clients 

Qualifications

• Minimum 1 year experience in the trading/brokerage services industry OR handling financial account in BPO.

• Bachelor's or higher degree required.

• High level of MS Excel skills required

• Good quantitative/analytical skills

• Excellent oral/written communication skills, fluency in English

Work Set-up: WFH temporarily and Night Shift Schedule