Client Services Associate

Summary

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.

Requirements

• Fluent in English and German
• University degree (NFQ level 7) in finance, economics or related field
• 2-3 years’ experience
• 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

Responsibilities

• Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy
• Operability of TWS, IBKR Mobile, IBKR WebTrader 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