Indira Singh
Senior Global Client Service Associate at Interactive Brokers
- Role
- Global Client Service Associate at Interactive Brokers
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Indira Singh
Seasoned Senior Global Client Services Associate with 8+ years of quality experience in…
Experience
Global Client Service Associate
Nov 2018 — Present · Mumbai, IN
Respond to retail and professional clients\' inquiries via inbound calls, emails and online chat. Obtain a thorough knowledge of product offered by IB on various global exchanges.Assisting client with opening and funding accounts. Showing client how to use different features of the trader workstation.Explain margin requirement to clients. Investigate trade issues and order executions. Knowledge of securities regulations impact on customers.Liaising with third parties to ensure technical support is received on all issues concerning administration, investment accounting and custody.Obtain thorough knowledge of products offered by IB on various global exchanges Assist clients with opening and funding accounts.Show clients how to use different features of the Trader Workstation Explain margin requirements to clients Investigate trade issues and order executions Knowledge of securities regulations impact on customers.Training & mentoring of team members or new joinees. Was a part of manual transfer too where we transferred assets when client moved to a different entity or different account type.Ensuring Brokers requirements are understood and met in terms of turnaround and accuracy and that Brokers are consistently provided with excellent customer service.
Education
Universal Business School
Master of Business Administration - MBA
2018 — 2019
Mumbai University Mumbai
Bachelor of Management Studies
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