Associate / Senior Associate - Client Services Representative

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 and Responsibilities

IBKR is seeking exceptional individuals to join its fast-growing APAC Institutional Services group. In this role, you will provide unparalleled service to IBKR’s institutional and enterprise clients, including banks, hedge funds, financial advisors, and introducing brokers. Our mission is to build deep, long-term relationships and deliver a seamless client experience as we expand our global product and service offerings.

Key responsibilities:

• Resolve technical, account, and trade-related inquiries via telephone, ticket, and live chat
• Take ownership of and escalate or report issues to relevant stakeholders across departments and regions
• Assist clients in understanding the entire trading lifecycle, including funding, position transfers, corporate actions, margin calculation, and statement reconciliation
• Support ad hoc assignments and projects such as client outreach, platform training, and general market research

Qualifications

Core competencies:

• Strong familiarity with one or more asset classes: Stocks, ETFs, Options, FX, Funds, Futures, Fixed Income
• Ability to think critically and reason about complex systems and processes
• Maintain composure and professionalism in fast-paced and stressful situations
• Excellent command of written and spoken English (Mandarin is a strong plus)

Requirements:

• Undergraduate degree
• At least 1-2 years of experience at a large financial institution (new graduates demonstrating strong core competencies will also be considered)
• Licensed with SFC 1, 2, and 3 or able to obtain licenses by attending exams within the probation period
• Fluency in productivity applications (e.g., Excel, JIRA/Confluence) is a plus

Company Benefits & Perks

• Competitive salary, annual performance-based bonus, and stock grant
• 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 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 in a global company with a growing local presence
• Hybrid work arrangement, role permitting