Job Description
Responsibilities
• Respond to retail and professional clients' inquiries via inbound calls, email and online
chat
• Obtain a thorough knowledge of products offered by IBKR on various global exchanges
• Assist clients with opening and funding accounts
• Show clients how to use different features of the Trader Workstation
• Explain margin requirements to clients
• Investigate trade issues and order executions
• Knowledge of securities regulations impact on clients
Qualifications
• Minimum 1 year experience in the trading/brokerage services industry OR handling financial account in BPO.
• Bachelor's or higher degree required.
• High level of MS Excel skills required
• Good quantitative/analytical skills
• Excellent oral/written communication skills, fluency in English
Work Set-up: WFH temporarily and Night Shift Schedule