Financial Services Representative

4 weeks ago

London, Greater London, United Kingdom Interactive Brokers Group, Inc. Full time
Trade Desk Representative - Client Services

Interactive Brokers is seeking a driven and detail-oriented Trade Desk Representative to join our Client Services team in London. As a key member of our team, you will be responsible for supporting our clients via tickets, chats, and phone calls with complex trade-related queries.

Key Responsibilities:

  • Investigate client inquiries related to margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products, and global exchanges.
  • Resolve routine and complex client inquiries, concerns, and complaints thoroughly and expeditiously via telephone, tickets, and chats.
  • Assist the Quality Assurance Department with complaint resolution.
  • Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering, and Compliance.
  • Fluent in English with strong verbal and written communication skills. Additional languages required: German or Italian.

Requirements:

  • A minimum of two years of financial industry experience.
  • In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations, and regulations.
  • Trouble-shooter with a critical thinking mindset, passionate about technology and financial markets.

Benefits:

  • Career support and development.
  • Performance-based discretionary cash bonus scheme.
  • Group Life Assurance cover.
  • Occupation pension scheme based on Gross earnings.
  • Above statutory annual leave, increasing with service.
  • Daily company-paid lunch and healthy snack options.
  • Access to Private Medical Insurance, Dental Plan, and/or Health Cash Plan.
  • Travel season ticket loans.
  • Cycle to work scheme.

Interactive Brokers is an online broker offering trading access for experienced traders to products traded on many markets and exchanges worldwide. We serve individual investors and institutions, including financial advisors, hedge funds, and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years.

  • Financial Services Representative

    3 weeks ago

    London, Greater London, United Kingdom Mojo Financial Technologies Ltd Full time

    We are seeking a Sales Representative to join our team at Mojo Financial Technologies Ltd. As a City or Area Sales Representative, you will be part of a close-knit team that's revolutionizing the banking industry. Our dynamic environment offers endless opportunities to learn, grow, and take on new challenges.Key Responsibilities:Make sales presentations to...

  • Financial Services Representative

    4 weeks ago

    London, Greater London, United Kingdom Sun Life Financial Full time

    Sun Life Financial Advisor OpportunityTake control of your financial future and build a successful business with Sun Life Financial.As a Sun Life advisor, you'll enjoy financial independence, work-life balance, and the opportunity to make a real difference in the lives of individuals, families, and communities.What You'll Do:Grow your business by prospecting...

  • Financial Services Representative

    4 weeks ago

    London, Greater London, United Kingdom Sun Life Financial Full time

    Sun Life Financial Advisor OpportunityTake control of your financial future and build a successful business with Sun Life Financial.As a Sun Life advisor, you'll enjoy financial independence, work-life balance, and the opportunity to make a real difference in the lives of individuals, families, and communities.What You'll Do:Grow your business by prospecting...

  • Customer Service Representative

    4 weeks ago

    London, Greater London, United Kingdom Broadridge Financial Solutions Full time

    Client Services Role at Broadridge Financial SolutionsAt Broadridge, we foster a culture that empowers associates to excel. If you're passionate about career growth and delivering exceptional service, consider joining our team.We're seeking a dedicated Client Services Representative to join our ICS Client Services Team in London. In this role, you'll serve...

  • Financial Services Representative

    1 month ago

    London, Greater London, United Kingdom Mathiques Group Full time

    Customer Service RepresentativeAt Mathiques Group, we're seeking a highly skilled Customer Service Representative to join our dynamic fintech team. As a key member of our team, you will play a pivotal role in delivering exceptional customer service and support to our clients.Responsibilities:Provide prompt and courteous customer service by addressing...

  • Financial Services Representative

    1 month ago

    London, Greater London, United Kingdom Mathiques Group Full time

    Customer Service RepresentativeAt Mathiques Group, we're seeking a highly skilled Customer Service Representative to join our dynamic fintech team. As a key member of our team, you will play a pivotal role in delivering exceptional customer service and support to our clients.Responsibilities:Provide prompt and courteous customer service by addressing...

  • Financial Services Representative

    3 weeks ago

    London, Greater London, United Kingdom Moneff Full time

    Customer Service Representative RoleThe Customer Service Representative will report to the Chief Executive Officer and the Client Relationship Director.The ideal candidate will provide support to the Customer Services team, ensuring excellent customer service standards and maintaining high customer satisfaction.Responsibilities include:Maintaining customer...

  • Customer Service Representative

    3 weeks ago

    London, Greater London, United Kingdom DA Financial Trading Recruitment Full time

    Job OpportunityWe are seeking a highly skilled Customer Service Representative to join our team at DA Financial Trading Recruitment.The ideal candidate will have previous experience in a customer support role with fluent level Italian literacy and a strong understanding of the Financial Services industry.The role offers a basic salary of up to £35k, plus...

  • Financial Services Representative

    3 weeks ago

    London, Greater London, United Kingdom StoneX Group Full time

    Job Summary:We are seeking a highly skilled Financial Services Representative to join our team at StoneX Group. As a key member of our client-facing team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Respond to client inquiries in a timely and accurate manner via phone, email, and live...

  • Customer Service Representative

    3 weeks ago

    London, Greater London, United Kingdom Broadridge Financial Solutions Full time

    Client Services RoleWe are seeking a dedicated Client Services Representative to join our ICS Client Services Team in London. In this role, you will serve as the first line of contact for global custodian client inquiries via telephone and email, ensuring exceptional service delivery.Our work environment is grounded in FACS: Flexible, Accountable, Connected,...

  • Financial Services Representative

    4 weeks ago

    London, Greater London, United Kingdom Moneff Full time

    Customer Service RepresentativeThe Customer Service Representative will report to the Chief Executive Officer and the Client Relationship Director.Key Responsibilities:Provide exceptional customer service and support to customers via phone, email, and mail.Resolve customer complaints and issues in a timely and professional manner.Maintain accurate and...

  • Financial Services Representative

    4 weeks ago

    London, Greater London, United Kingdom Moneff Full time

    Customer Service RepresentativeThe Customer Service Representative will report to the Chief Executive Officer and the Client Relationship Director.Key Responsibilities:Provide exceptional customer service and support to customers via phone, email, and mail.Resolve customer complaints and issues in a timely and professional manner.Maintain accurate and...

  • Financial Services Representative

    3 weeks ago

    London, Greater London, United Kingdom Moneff Full time

    Customer Service RepresentativeThe Customer Service Representative will report to the Chief Executive Officer and the Client Relationship Director.The ideal candidate will provide support to the Customer Services team, ensuring excellent customer service standards and maintaining high customer satisfaction.Key Responsibilities:Maintain customer accounts by...

  • Service Designer

    2 months ago

    London, Greater London, United Kingdom Financial Ombudsman Services Full time

    Join Our Team as a Service DesignerWe are seeking a skilled Service Designer to join our team at the Financial Ombudsman Service. As a Service Designer, you will play a critical role in enhancing our service by setting the standard for modern, efficient, accessible alternative dispute resolution.About the RoleThis is a challenging and rewarding role that...

  • Service Designer

    2 months ago

    London, Greater London, United Kingdom Financial Ombudsman Services Full time

    Join Our Team as a Service DesignerWe are seeking a skilled Service Designer to join our team at the Financial Ombudsman Service. As a Service Designer, you will play a critical role in enhancing our service by setting the standard for modern, efficient, accessible alternative dispute resolution.About the RoleThis is a challenging and rewarding role that...

  • Financial Services Representative

    2 months ago

    London, Greater London, United Kingdom Mathiques Group Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our dynamic fintech team as a Customer Service Representative. As a key member of our team, you will play a pivotal role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide prompt and courteous customer service by addressing...

  • Financial Services Director

    4 weeks ago

    London, Greater London, United Kingdom Aether Financial Full time

    Aether Financial is seeking an experienced Outsourcing Manager to join their team in London's West End. As a leading accountancy firm, they require a professional to oversee the outsourcing of financial services. The ideal candidate will have a strong background in financial management and be able to lead a team to deliver high-quality results. Key...

  • Financial Services Director

    4 weeks ago

    London, Greater London, United Kingdom Aether Financial Full time

    Aether Financial is seeking an experienced Outsourcing Manager to join their team in London's West End. As a leading accountancy firm, they require a professional to oversee the outsourcing of financial services. The ideal candidate will have a strong background in financial management and be able to lead a team to deliver high-quality results. Key...

  • Sales Representative

    4 weeks ago

    London, Greater London, United Kingdom Mojo Financial Technologies Ltd Full time

    About the RoleWe are seeking a highly motivated and results-driven Sales Representative to join our team at Mojo Financial Technologies Ltd. As a Sales Representative, you will be responsible for building relationships with clients, providing excellent customer service, and driving sales growth in the EU region.Key ResponsibilitiesDevelop and execute sales...

  • Sales Representative

    4 weeks ago

    London, Greater London, United Kingdom Mojo Financial Technologies Ltd Full time

    About the RoleWe are seeking a highly motivated and results-driven Sales Representative to join our team at Mojo Financial Technologies Ltd. As a Sales Representative, you will be responsible for building relationships with clients, providing excellent customer service, and driving sales growth in the EU region.Key ResponsibilitiesDevelop and execute sales...