Client Services Specialist Security Transfer
Client Services Specialist Security Transfer
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Job Description
Company Overview
Interactive Brokers Group Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich CT USA with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks options futures currencies bonds and funds to clients in over 200 countries and territories. We serve individual investors and institutions including financial advisors hedge funds and introducing brokers. Our advanced technology competitive pricing and global market help our clients to make the most of their investments.
Barrons has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
Client Services Specialist Security Transfers (German Speaker)
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 enquiries via telephone email and online chat relating to Free of Payment and Global Asset Transfers as well as Cash Transfer support.
- Working closely with our 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 in day-to-day Securities/Global Custody transactions particularly in settlement-related clarifications and follow-up.
- Ensuring timely and complete resolution of queries in accordance with agreed service levels and client satisfaction standards.
- Contributing to a culture of continuous improvement focused on client service.
- Delivering excellent client service while actively identifying opportunities to improve process efficiency and team behaviour.
Qualifications & Skills
- Education: Banking or commercial apprenticeship.
- Previous client service experience in the financial and securities services industry preferably in settlement (securities transfers and/or cash transfers).
- Strong interest in client service and a solid understanding of securities and global custody products.
- A proactive mindset with a demonstrated ability to enhance client satisfaction; keen observational and problem-solving skills with an interest in new technologies.
- Strong problem-solving abilities and the capacity to perform under pressure.
- Client-focused with a commitment to timely resolution of enquiries.
- Adaptable self-motivated and continuously seeking improvement.
- Fluency in English and German is required; French is a plus.
Required Experience:
IC
Employment Type
Full Time
