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Posted 2w ago

Client Operations - Client Services Associate I

@ Interactive Brokers
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Budapest, Budapest, Hungary
HybridFull Time
Responsibilities:resolving issues, coordinating activities, troubleshooting platforms
Requirements Summary:Bachelor's in finance/economics required, 2+ years client services experience, fluent English and German, strong communication and critical thinking, knowledge of stocks/options/futures/FX/fixed-income, ability to troubleshoot trading platforms.
Technical Tools Mentioned:IBKR Trader Workstation, Web Trader, Mobile Trader
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Job Description

Position

Interactive Brokers seeks high-level, serious individuals with a client services background and a professional demeanor suitable for interaction with an experienced and active clientele base. The ideal candidate will be able to troubleshoot and explain complex subjects and identify opportunities for technology-based improvements.


Responsibilities

  • Resolve routine and complex client service issues via phone, email, and chat thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy.  Client inquiries typically encompass a broad array of themes, including:
    • Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools
    • Cash deposit and withdrawal activity, position transfers, and account administrative functions
    • Product availability and attributes
    • Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions
    • Margin calculations, commission structure, interest and fees
  • Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures.


Qualifications, Skills & Attributes

Minimum qualifications:

  • Bachelor’s or advanced degree in finance, economics or a related field
  • 2-3 years of experience in client services or related field.
  • Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email and online chat
  • General understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed-income
  • Languages: Fluent English and German
  • Ability to work in a dynamic, medium-size office environment
  • Candidates must have an EU passport or a qualifying work permit/residency to work in Hungary


Company Benefits & Perks

  • Discretionary annual bonus (cash and stock)
  • Private healthcare insurance
  • Subsidized recreational pass (AYCM XL package - 80% employer contribution)
  • Daily food allowance in the office
  • Monthly BKK pass
  • Hybrid way of working (1 day home office/week)
  • Modern office in the heart of Budapest with free amenities
  • Great atmosphere with friendly and exceptional colleagues, frequent company outings.
    *The benefits package will be reviewed regularly and may be subject to change.

If you are motivated and have strong initiative, we can offer you a position that will both challenge and reward you. You will be part of an exciting team helping to shape one of the world’s strongest trading and brokerage brands and part of a global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth.