Cash Management Representative: Interactive Brokers
5 days ago
Company Overview
Interactive Brokers Group, Inc. is a leading provider of global electronic brokerage services. Our company has been recognized for its innovative approach to the financial industry.
We offer a wide range of products and services to clients worldwide, including stocks, options, futures, currencies, bonds, and funds. Our advanced technology and global market presence enable clients to make informed investment decisions.
Job Responsibilities
The Client Services Representative: Funds & Banking role involves resolving client service issues in a timely and effective manner. The successful candidate will work closely with internal teams and external departments to ensure seamless client support.
- Cash management, position transfers, and account administration.
- Fraud prevention and system follow-up on pending transfers and differences.
- Margin calculations, commission structure, interest, and fees coordination.
Requirements
The ideal candidate must possess a strong understanding of financial instruments and systems. Fluency in English is mandatory, and proficiency in German, French, or Italian is desirable. A degree in finance, economics, or a related field is required.
- Experience in a financial services position is preferred but not required.
- Strong verbal and written communication skills are essential for client interaction.
- In-depth knowledge of SWIFT messages (MT103, MT 540) and working knowledge of international security clearing and settlement processes.
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