Client Services Specialits

vor 2 Wochen

Zug, Zug, Schweiz Interactive Brokers Vollzeit CHF 60'000 - CHF 80'000 pro Jahr
Job Description & Responsibilities

We are seeking a motivated individual with strong initiative and a methodical, analytical approach. The successful candidate for the Client Services Specialist – Security Transfers role will be responsible for:

  • Resolving client enquiries via telephone, email, and online chat relating to Free of Payment and Global Asset Transfers, as well as Cash Transfer support.
  • Working closely with our back office to manage and resolve securities-related queries from clients globally, including systematic follow-up to address pending transfers, settlement issues, discrepancies, and breaks.
  • Supporting Operations Services in day-to-day Securities/Global Custody transactions, particularly in settlement-related clarifications and follow-up.
  • Ensuring timely and complete resolution of queries in accordance with agreed service levels and client satisfaction standards.
  • Contributing to a culture of continuous improvement focused on client service.
  • Delivering excellent client service while actively identifying opportunities to improve process efficiency and team behaviour.
Qualification & Skills
  • Education: Banking or commercial apprenticeship.
  • Previous client service experience in the financial and securities services industry, preferably in settlement (securities transfers and/or cash transfers).
  • Strong interest in client service and a solid understanding of securities and global custody products.
  • A proactive mindset with a demonstrated ability to enhance client satisfaction; keen observational and problem-solving skills, with an interest in new technologies.
  • Strong problem-solving abilities and the capacity to perform under pressure.
  • Client-focused, with a commitment to the timely resolution of enquiries.
  • Adaptable, self-motivated, and continuously seeking improvement.
  • Fluency in English and German is required; French is a plus.

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