ENDED
- Link: Fintech Client Services from Interactive Brokers
- Dates: All year 2019.
- Job location: Boston, USA.
- Job description: Reply to inquiries and concerns externally with managers, financial advisers, model providers and clients, and internally to sales representatives and customer service representatives. On-board new managers and advisers; field manager requests, be a point of contact for all communications; enforce trading rules and policies; solve trade-related issues, create due-diligence reports. Understand internal databases and systems; develop new service technologies, assess existing systems, review and audit projects, etc.
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