Client Services Specialist - Security Transfers (German speaker)

Overview

Client Services Specialist – Security Transfers (German speaker) at Interactive Brokers. The successful candidate will be responsible for providing client service on Free of Payment and Global Asset Transfers, as well asCash Transfer support, with a focus on German-speaking clients.

Job Description & Responsibilities

We are seeking a motivated individual with strong initiative and a methodical, analytical approach. The successful candidate for the Client Services Specialist – Security Transfers role will be responsible for:

• Resolving client inquiries via telephone, email, and online chat related to Free of Payment and Global Asset Transfers, as well as Cash Transfer support.
• Working closely with the back office to manage and resolve securities-related queries from clients globally, including systematic follow-up to address pending transfers, settlement issues, discrepancies, and breaks.
• Supporting Operations Services...