Client Services German (Financial Services) Key Responsibilities: Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
Client inquiries typically encompass a broad array of themes including: Operability of TWS, IBKR Mobile, IBKR Web 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 Customer Service divisions and interaction 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 & Experience: University degree (NFQ level 7) in finance, economics or related field 2-3 years experience within a similar role Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearing house) preferred but not required Strong verbal and written communication skills to accommodate client inquiries directed via telephone, web ticket or online chat In depth understanding of the following financial instruments: stocks, bonds, options, futures, options on futures, foreign exchange and funds Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies Ability to work in a dynamic, medium-size office environment Fluent in English and German is required #LI-RB1 Skills: Client Service client associate Customer Support tickets trading German CSA Benefits: Group Life Assurance Pension Fund Performance Bonus Paid Holidays Medical Aid / Health Care Meal Allowance / Canteen Company Shares