Junior Customer Success- Capital Markets - position no. 1619

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

We are looking for a highly organized and personable Receptionist / Office Administrator with a proactive approach and a genuine commitment to delivering outstanding service.

Responsibilities:

• Providing professional customer service and support to company clients via phone and email.
• Managing ongoing communication with clients, including providing information and support.
• Gaining broad and in depth knowledge of the capital markets in Israel and the U.S.
• For suitable candidates: executing capital market trading operations on behalf of clients and working with advanced trading systems.
• Operating advanced trading platforms and systems.

Strong learning and professional growth opportunities for suitable candidates!

Qualifications:

• Bachelor’s degree – required
• High level of customer service orientation – required
• Experience in a bank, investment house, or brokerage firm – an advantage
• High proficiency in Excel – an advantage

Personal Skills:

• Excellent interpersonal communication skills
• Dedication and efficiency
• Ability to work under pressure
• Teamwork abilities

Additional Notes:

The role includes learning concepts related to stocks, securities, bonds, and options.