51 client-services jobs found in Mumbai

Job Description & Requirements Resolution of client inquiries via telephone, e-mail, and on-line chat. FOP/DVP asset transfer support; assisting client in the transfer process of assets. Monitoring settlement transactions and coordination with back office to ensure timely settlement. Systematically follow-up on and resolve pending transfers/ settlements, differences and breaks (cash and security). Asset transfer as well as cash transfer related customer support (Funds and Banking). Affirm broker confirmations and handle broker inquiries. Liaison with external counter parties and custodians globally. Qualification Education: Bank/commercial apprenticeship. Experience: International securities clearing and settlement as well as experience with cash settlement and/or experience with Customer Service. Understand and interpret SWIFT messages (MT 103, MT 540) In-depth understanding of the following financial instruments: stocks, derivatives, fixed income...

Interactive Brokers’ fast growing online brokerage unit is expanding its Client Services operations. We are looking for a passionate candidate with strong analytical and client services skills. Due to the continued expansion of our business activities, we have the following exciting opportunity for a motivated professional.  Key Responsibilities: Investigation of customer inquiries encompassing a broad array of themes including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiries Resolve routine and complex client inquiries, concerns and complaints via telephone, tickets, and chats in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy Familiarize with various proprietary platforms including trading systems and administrative portals to educate clients to align with our self-service and highly automated business model...

Job Description and Responsibilities Review and rate all modes of communication used by customer service agents. Develop reports to pass on feedback to management and team leads. Ensure the feedback flows through to the agents and the changes are implemented. Collate feedback from team leads of issues faced by agents and work with the respective teams to address them (IT, trainers, management). Develop strategies to improve the quality of the customer service agents. Planning of workforce - allocate right person to the right task based on the skill set of the agent. Shift rostering – determine the resource allocation for shifts based on the requirement. Qualifications Experience: 4+ years in trading or brokerage industry Education: University degree (Bachelors) required Knowledge in capital markets, derivatives and currency derivatives High level of MS Excel skills required Language skills: Fluent English Good quantitative/analytical skills...

Job Description and Responsibilities Interactive Brokers seeks high-level, serious individuals with a financial services industry background and a professional demeanour suitable for interaction with an experienced and active clientele base. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. Respond to retail and professional clients' inquiries via inbound calls, email and on-line chat 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 Qualifications Experience: 2 years in trading or brokerage services...

About ION   We’re a diverse group of innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. More than 40% of the world’s largest companies use our solutions. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world. ·        Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk. ·        Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure.   Within ION Analytics we help clients find advantage in a world of information overload and fragmented systems.  Our business information solutions blend...

About ION   We’re a diverse group of innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. More than 40% of the world’s largest companies use our solutions. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world. •            Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk. •            Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure.   Within ION Analytics we help clients find advantage in a world of information overload and fragmented systems.  Our business information solutions...

About Us: We’re a diverse group of innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. More than 40% of the world’s largest companies use our solutions. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world. ·        Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk. ·        Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure.   Within ION Analytics we help clients find advantage in a world of information overload and fragmented systems.  Our business information solutions blend...

Support Engineer Your responsibilities ●       Responds to customers’ inquiries relating to technical and functional issues with our products through phone, email, and case management system. ●       Track inquiry resolution progress. ●       Communicates updates effectively and promptly to the client. ●       Builds up and maintains a knowledge of the software supported, including database structure and configuration files to assist in issue investigation. ●       Deals with unexpected events or failures which limit clients use of the supported systems. ●       Carries out application system checks, aiming to identify and resolve issues before they affect clients. ●       Develops strong working relationships with other departments and third party vendors to assist with the delivery of our service to clients. ●       Supports customers on testing new or changed products and services to ensure that they meet defined requirements. ●...

Product Support Analyst - ION Analytics ION Analytics is looking for a Product Support Analyst to be the 1st line of contact for subscribers to its suite of financial news and data products, and ensure these subscribers receive a highly responsive support service. Product Support Analysts will perform basic troubleshooting, identify and communicate resolutions to the subscribers, escalate higher level issues to technical support teams, and reach out to our customer engagement teams to offer subscribers product training.   This role requires people with strong customer facing skills and excellent spoken and written English. You may have had a background in customer relationship management, or worked at a financial services company, you may be a recent graduate with a finance, commerce of management degree.   This is NOT a highly technical role so would not be suitable for someone who is pursuing a strictly IT career.   Responsibilities ·       Answer...

Product Support Analyst - ION Analytics ION Analytics is looking for a Product Support Analyst to be the 1st line of contact for subscribers to its suite of financial news and data products, and ensure these subscribers receive a highly responsive support service. Product Support Analysts will perform basic troubleshooting, identify and communicate resolutions to the subscribers, escalate higher level issues to technical support teams, and reach out to our customer engagement teams to offer subscribers product training.   This role requires people with strong customer facing skills and excellent spoken and written English. You may have had a background in customer relationship management, or worked at a financial services company, you may be a recent graduate with a finance, commerce of management degree.   This is NOT a highly technical role so would not be suitable for someone who is pursuing a strictly IT career.   Responsibilities ·       Answer...

Product Support Analyst - ION Analytics ION Analytics is looking for a Product Support Analyst to be the 1st line of contact for subscribers to its suite of financial news and data products, and ensure these subscribers receive a highly responsive support service. Product Support Analysts will perform basic troubleshooting, identify and communicate resolutions to the subscribers, escalate higher level issues to technical support teams, and reach out to our customer engagement teams to offer subscribers product training.   This role requires people with strong customer facing skills and excellent spoken and written English. You may have had a background in customer relationship management, or worked at a financial services company, you may be a recent graduate with a finance, commerce of management degree.   This is NOT a highly technical role so would not be suitable for someone who is pursuing a strictly IT career.   Responsibilities ·       Answer...

Product Support Analyst - ION Analytics ION Analytics is looking for a Product Support Analyst to be the 1st line of contact for subscribers to its suite of financial news and data products, and ensure these subscribers receive a highly responsive support service. Product Support Analysts will perform basic troubleshooting, identify and communicate resolutions to the subscribers, escalate higher level issues to technical support teams, and reach out to our customer engagement teams to offer subscribers product training.   This role requires people with strong customer facing skills and excellent spoken and written English. You may have had a background in customer relationship management, or worked at a financial services company, you may be a recent graduate with a finance, commerce of management degree.   This is NOT a highly technical role so would not be suitable for someone who is pursuing a strictly IT career.   Responsibilities ·       Answer...

Product Support Analyst - ION Analytics ION Analytics is looking for a Product Support Analyst to be the 1st line of contact for subscribers to its suite of financial news and data products, and ensure these subscribers receive a highly responsive support service. Product Support Analysts will perform basic troubleshooting, identify and communicate resolutions to the subscribers, escalate higher level issues to technical support teams, and reach out to our customer engagement teams to offer subscribers product training.   This role requires people with strong customer facing skills and excellent spoken and written English. You may have had a background in customer relationship management, or worked at a financial services company, you may be a recent graduate with a finance, commerce of management degree.   This is NOT a highly technical role so would not be suitable for someone who is pursuing a strictly IT career.   Responsibilities ·       Answer...

About ION We’re a diverse group of innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. More than 40% of the world’s largest companies use our solutions. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world. ·        Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk. ·        Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure.   Within ION Analytics we help clients find advantage in a world of information overload and fragmented systems.  Our business information solutions blend...

About ION We’re a diverse group of innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. More than 40% of the world’s largest companies use our solutions. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world. ·        Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk. ·        Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure.   Within ION Analytics we help clients find advantage in a world of information overload and fragmented systems.  Our business information solutions blend...

About ION: We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments.  More than 40% of the world’s largest companies use our solutions. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world.   •       Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk. •       Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure.   With 10,000 employees and offices in more than 40 cities around the globe, ION is a rapidly expanding and dynamic group.   At ION, we offer...

About ION We’re a diverse group of innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. More than 40% of the world’s largest companies use our solutions. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world. ·        Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk. ·        Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure.   Within ION Analytics we help clients find advantage in a world of information overload and fragmented systems.  Our business information solutions blend...

About ION   We’re a diverse group of innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. More than 40% of the world’s largest companies use our solutions. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world. ·        Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk. ·        Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure.   Within ION Analytics we help clients find advantage in a world of information overload and fragmented systems.  Our business information solutions blend...

Job Description & Responsibilities Interactive Brokers, a global online securities and commodities broker, is seeking a talented Training Coordinator be part of the Global Learning and Development team, supporting the team with their day-to-day administrative tasks with consistency, excellence, and efficiency. This is a very attractive role for an individual that aspires to grow within the team and within the company, given the array of projects and stakeholders involved. Key deliverables for this role are: Carry out logistical arrangements for live training activities, such as scheduling. Following up on course attendance, maintaining electronic records and supporting with the production of monthly reports and other statistical information. Ensure global training records are maintained and kept up to date, including Confluence pages. Help curate in the marketplace suitable courses that can be shortlisted for SME selection. Create surveys as...

Responsibilities: A Sales Support Manager plays a key role in supporting our account managers and large clients across Asia, EMEA and the Americas. As a SSM you would be responsible for various Admin and sales task across the entire FX life cycle and will be a point on contact for both our Internal managers and our clients. Provide transparency to the customer and act a ‘quarterback’ to ensure Account managers delivers on sales commitments Use specialist knowledge to demonstrate and educate customers on relevant functionality and content resulting in increased usage and product adoption Shepherd customers to support channels available as part of the value Lseg provides Develop and execute retention strategies as part of the customer success plan for accounts, in conjunction with Account Managers Identify and investigate opportunities to raise to Account Manager for action and share insights to aid the sales process   The role holder should be experienced in one or more...

Responsibilities: Responsible for managing relationships with the company’s existing low volume trading accounts. Ensure the company maximizes trading volume from existing customers. Identify additional opportunities for increasing volume and revenue from existing customer base and ensure customer satisfaction. Achieve defined targets of volume and client retention across portfolio of accounts. Onboard new clients to the platform. The role holder should be experienced in one or more of the following: Relationship Management, Sales or Operations with a preferred  background in financial markets The candidate must be a highly professional, self-motivated and organized individual with a track record of exceeding targets. Key areas of competence are: Relationship Management and Client Services. Excellent communication, presentation, and organisational capabilities as well as analytical and problem-solving skills. At LSEG, we believe that creating a diverse and...

S&P Global Dow Jones Indices The Role: Associate ESG Data Research Analyst The Team: The Global Data Management (GDM) team within the Global Index Management & Production Group (IMPG) The Impact: IMPG has intensive operational processes to manage and validate both internal and external market data, allowing analysts to act on those events in a timely and informed manner. Accuracy and timing are two keys to the success of daily data management and index The Associate EG Data Research Analyst is responsible for the acquisition, management and quality of a variety of ESG related data items used for the production and maintenance of S&P Dow Jones-branded indices. The successful candidate will be expected to set the standard in carrying out tasks associated with the management of ESG data used for the? What’s in it for you: The Associate ESG Data Research Analyst role is a part of the GDM team, which is central to SPDJI’s overall vision and mission to...

S&P Global Platts The Role: This position serves and supports revenue growth and customer retention, specifically in the area of product utilization, ensuring that the client receives maximum value and benefit. The position is also responsible for serving as a knowledgeable resource to other business associates and clients in the areas of industry, best practices, and product usage. The Location: Mumbai Crisil House The Team:  The Asia Pacific Client Service Team is a highly motivated and cohesive team that is forward-looking and collaborative in serving clients. Colleagues, Prospects and Clients appreciate the efforts of the team in being able to demonstrate values through the use of Platts services and this forms a positive reinforcement of the contributions that each individual delivers. The Impact: The Client Service Account Manager is responsible for providing the best possible customer experience to support new customer business, existing customer...

By selecting “Apply” above, you indicate you have read and acknowledge the Dow Jones Applicant Privacy Notice and Dow Jones Cookie Policy , including data transfers as described in the Policy. Job Description: When you join Dow Jones, you become part of one of the most dynamic, creative and savvy news and information companies in the world.  As a global leader in news and business intelligence, we're newswires, websites, newspapers, apps, newsletters, databases, magazines, radio and television--including some of the widest-read and most-respected brands, like Factiva, The Wall Street Journal, and Barron's.  Our media inform the discussions and decisions that are vital to the world's commerce, while our databases make the business world more transparent.  We continually develop technology to transform information into insight and insight into prosperity.  From 58 countries and in twenty five languages, we enlighten and inspire audiences with authoritative,...