Funds & Banking Specialists
Job Description & Requirements
- Resolution of client inquiries via telephone, e-mail, and on-line chat.
- FOP/DVP asset transfer support; assisting client in the transfer process of assets.
- Monitoring settlement transactions and coordination with back office to ensure timely settlement.
- Systematically follow-up on and resolve pending transfers/ settlements, differences and breaks (cash and security).
- Asset transfer as well as cash transfer related customer support (Funds and Banking).
- Affirm broker confirmations and handle broker inquiries.
- Liaison with external counter parties and custodians globally.
Company Overview Interactive Brokers
- Education: Bank/commercial apprenticeship.
- Experience: International securities clearing and settlement as well as experience with cash settlement and/or experience with Customer Service.
- Understand and interpret SWIFT messages (MT 103, MT 540)
- In-depth understanding of the following financial instruments: stocks, derivatives, fixed income instruments and FX.
- Strong verbal and written communication skills.
- Self-confident, extroverted with the ability to work independently.
- Fluent English is a must (any other European language is a plus).
a subsidiary of publicly-traded Interactive Brokers Group, Inc., based in Greenwich, Connecticut (NASDAQ: IBKR) is a low-cost provider of trade execution and clearing services for active traders, institutional investors, financial advisors and introducing brokers. IBKR's premier technology provides electronic access to stocks, options, futures, forex, bonds, and funds worldwide from a single IBKR Integrated Investment account. IBKR is one of the largest online brokers by trade volume and is consistently ranked at the top of its field.
Our employees are part of a dynamic, multinational, fast-paced, results-oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools.
Our headquarters are in Greenwich, CT, USA. IBKR has offices in the United States, Canada, the United Kingdom, Switzerland, Hungary, Estonia, Russia, India, Hong Kong, China, Japan and Australia.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.
Click HERE to view a short video with a few words from current Interactive Brokers employees. (if hyperlink is deactivated please copy https://www.interactivebrokers.com/en/index.php?f=31899 to your browser)
For more information, please visit www.ibkr.com/info