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