Global Client Services Associate I (Spanish OR German OR French Speaking)
Core
Resolve routine and complex client service issues regarding trading platforms, account administration, and financial instruments for individual investors and institutions.
Role type
Client Services Associate
Builds
Client service systems, policies, and procedures
Domain
Financial Services / Brokerage
Deliverable
client delivery
Required skills
Fluent in English and Spanish/German/French, Financial instruments knowledge (stocks, bonds, options, futures, FX), Exchange operations and regulations, Execution platforms, Margin methodologies, Account administration
Preferred skills
Financial services experience (brokerage, banking, trading)
Technologies
TWS, IBKR Mobile, IBKR WebTrader
Responsibilities
Resolve client inquiries on platform operability, account functions, product attributes, order types, trade settlement, and fees; Coordinate with internal departments (Programming, Clearing, Compliance); Contribute to client service system development.
Seniority
Mid-level (2-3 years experience)
