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Client Services Representative : Funds & Banking
Interactive Brokersmumbai, India18 hours ago
Job descriptionEducation : University degree (Bachelors) required Experience : Previous client service experience within the financial and security service industry, preferably in the area of Settlement (Securities transfers of all kinds) and / or Cash transfers / Or MBA apprenticeship with a finance profile / or three years of Inbound Client services experience in the International BPO industry for banking / finance process. Passion for dealing with clients and understanding of securities and global custody products. Can-do mentality with proven ability to increase client satisfaction (you're a keen observer and problem solver) and with a flair for new technologies Strong problem-solving skills and ability to work under pressure Focused on client service and timely resolving of client enquiries. Adaptable, motivated, self-directed, and driven (always staying up to date and improving) Fluent in English (any other European language is a plus) Competitive salary package. Performance-based annual bonus (cash and stocks) Group Medical & Life Insurance. Modern offices with free amenities & fully stocked cafeterias Monthly food card & company-paid snacks. Hardship / shift allowance with company-provided pickup & drop facility Attractive employee referral bonus. Frequent company-sponsored team-building events and outings Depending upon the shifts. The benefits package is subject to change at the management's discretion.
Job Description
& Requirements :
- Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support.
- Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic follow-up to resolve pending transfers / settlements, differences, and breaks.
- Support Operations Service in their Securities / Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow-up on Settlements completion)
- Ensure query resolution till completion within agreed service levels and client satisfaction.
- Commit to a culture of continuous improvement and centered on client service.
- Deliver excellent client service while continuously challenging our process efficiency and behavior.
Qualification :
Company Benefits & Perks :
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Client Service Representative • mumbai, India