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Client Services Representative: Funds & Banking

🏢
Interactive Brokers
📍 Mumbai, India
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Location Mumbai
📅
Posted June 04, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Job Description

& Requirements:
  • Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support.
  • Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks.
  • Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow-up on Settlements completion)
  • Ensure query resolution till completion within agreed service levels and client satisfaction.
  • Commit to a culture of continuous improvement and centered on client service.
  • Deliver excellent client service while continuously challenging our process efficiency and behavior.

    • Qualification:

  • Education: University degree (Bachelors) required
  • Experience: Previous client service exp...

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    📍 Location Details

    🌆
    City
    Mumbai
    🗺️
    Country
    India
    🚗
    Commute
    Local Area

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