Associate / Senior Associate – Client Services

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds, and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients maximize their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multinational team and be part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Job Description & Responsibilities

As part of our Client Services group, you will liaise with Interactive Brokers’ clients worldwide, including professional retail clients, advisors, and broker-dealers. Our goal is to develop and maintain long-term client relationships through responsive, superior, and high-touch service while advancing technology and expanding our global product offerings.

• Handle client inquiries via multiple channels including email, ticket, live chat, and phone.
• Familiarize yourself with various proprietary platforms, including trading systems and administrative portals, to educate clients and support our self-service, highly automated business model.
• Assist clients in understanding the entire trading cycle, including funding processes, position transfers, corporate actions, margin calculation, and statement reconciliation.
• Troubleshoot issues, take ownership of client concerns, follow up, escalate when necessary, and liaise with internal teams such as Legal & Compliance, Risk, IT, Cashiering, Clearing, and other service groups globally.

Qualifications & Skills

Core Competencies

• Strong product knowledge of Equities, Options, Futures, and FX.
• Self-starter with highly analytical and critical thinking skills.
• Ability to handle stress and work independently in a fast-paced, dynamic environment.
• Excellent command of written and spoken English and Chinese (Mandarin is a strong plus).

Requirements

• Bachelor's degree.
• 2-3 years of experience in Customer Service and/or Financial Services preferred. Fresh graduates demonstrating strong core competencies will also be considered.
• Preferably licensed with SFC for RA type 1, 2, or 3, or able to obtain the license by attending exams shortly after joining.
• Working knowledge of Microsoft Word and Excel; experience with Bloomberg, UNIX, and/or basic programming is a plus.
• Prior experience in client services, middle/back office operations, compliance, electronic trading, or fund administration is preferred.

Company Benefits & Perks

• Competitive salary, annual performance-based bonus, and stock grants.
• Comprehensive health and welfare benefits including medical, dental, specialist, and inpatient coverage.
• Competitive annual leave package.
• Daily lunch ordered in-house with a fully stocked kitchen.
• Modern offices equipped with multi-monitor setups.
• Excellent work-life balance.
• Unique opportunity to gain exposure to global financial products, markets, and clientele.
• Opportunities for career progression and job scope expansion within a global company with a growing local presence.
• Hybrid work arrangement, where role permits.