Full-time

Client Services Representative: Funds & Banking

Posted by Interactive Brokers • Mumbai, Maharashtra, India

📍 Mumbai, Maharashtra 🕒 March 01, 2026

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About the Role

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

Location Mumbai, Maharashtra
Job Type Full-time
Category Information and Record Clerks
Posted March 01, 2026
Deadline April 10, 2026

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