Client Services Representative: Funds & Banking

Interactive Brokers

Full-time Information and Record Clerks
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Location
Mumbai, Maharashtra, India
Posted
June 06, 2026

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...

    • Job Details

    • Job Type
      Full-time
    • Category
      Information and Record Clerks
    • Date Posted
      June 06, 2026
    • Application Deadline
      July 16, 2026