{"id":3812826,"url":"https://alion.io/job/interactive-brokers-client-services-specialist-security-transfers","title":"Client Services Specialist – Security Transfers","company":{"id":58627,"name":"Interactive Brokers","domain":"interactivebrokers.com","url":"https://alion.io/company/interactive-brokers","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":{"grade":"A","score":95,"open_postings":114,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":82,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Zug, Switzerland"],"countries":["CH"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-11-05T05:00:00Z","employer_posted_date":"2026-11-05","last_verified_at":"2026-11-10T02:43:11Z","board_verified":true,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":5},"description":"About the Company\n\nInteractive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.\n\nFor more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.\n\nOur culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.\n\nThe successful candidate for the Client Services Specialist – Security Transfers role will be a motivated individual with strong initiative and a methodical, analytical approach.\n\nKey Responsibilities\nResolving client enquiries via telephone, email, and online chat relating to Free of Payment and Global Asset Transfers, as well as Cash Transfer support.\nWorking 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.\nSupporting Operations Services in day-to-day Securities/Global Custody transactions, particularly in settlement-related clarifications and follow-up.\nEnsuring timely and complete resolution of queries in accordance with agreed service levels and client satisfaction standards.\nContributing to a culture of continuous improvement focused on client service.\nDelivering excellent client service while actively identifying opportunities to improve process efficiency and team behaviour.\nQualifications & Skills\nEducation: Banking or commercial apprenticeship.\nPrevious client service experience in the financial and securities services industry, preferably in settlement (securities transfers and/or cash transfers).\nStrong interest in client service and a solid understanding of securities and global custody products.\nA proactive mindset with a demonstrated ability to enhance client satisfaction; keen observational and problem-solving skills, with an interest in new technologies.\nStrong problem-solving abilities and the capacity to perform under pressure.\nClient-focused, with a commitment to the timely resolution of enquiries.\nAdaptable, self-motivated, and continuously seeking improvement.\nFluency in English and German and French is required; any other European language is a plus.\n\nBenefits\nCareer support and development\nSalary commensurate with experience\nPerformance-based discretionary cash bonus scheme\nDiscretionary stock grant\nQuarterly Gym contribution\nMedical Insurance Allowance*\nHybrid working model*\nAbove statutory annual leave, increasing with service\nDaily company-paid lunch and healthy snack options throughout the day (when working from the office)\nCorporate events\n\n*on successful completion of the probation period","description_format":"text","description_chars":3494,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"French","level":"Advanced (C1)","optional":false},{"language":"German","level":"Advanced (C1)","optional":false},{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":["Annual leave","Health insurance","Hybrid work"],"hiring_locations":[{"name":"Switzerland","iso":"CH","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-11-05T15:12:16Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":4,"expected_fill_days":82,"reasons":["conf:0","velocity","win:early","comp:brand"],"computed_at":"2026-11-09T06:03:00Z"},"pay":null,"html_url":"https://alion.io/job/interactive-brokers-client-services-specialist-security-transfers","json_url":"https://alion.io/job/interactive-brokers-client-services-specialist-security-transfers.json","meta":{"generated_at":"2026-11-10T06:19:59Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":14711,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":58627},"rest":"https://alion.io/mcp/rest/get_company?id=58627"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Finteractive-brokers-client-services-specialist-security-transfers"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Finteractive-brokers-client-services-specialist-security-transfers"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Finteractive-brokers-client-services-specialist-security-transfers"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/interactive-brokers-client-services-specialist-security-transfers\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Finteractive-brokers-client-services-specialist-security-transfers"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3812826}},{"tool":"search_jobs","arguments":{"company":"interactivebrokers.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3812826},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); 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