# Client Services Associate I

[Interactive Brokers](https://www.jorb.ai/firms/interactive-brokers.md) · Hong Kong · [Operations](https://www.jorb.ai/jobs/operations.md)

Interactive Brokers is hiring a Client Services Associate I in Hong Kong. Posted 2026-04-26; applications close 2026-08-10.

**Apply**: https://jobs.dayforcehcm.com/en-US/ibgllc/CANDIDATEPORTAL/jobs/106

Posted 2mo ago.

## Role details

## Job Description & Responsibilities

As part of our Client Services group, you will liaise with Interactive Brokers' clients from around the globe, 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 we continue to advance on technology and expand our global product offerings.

  
- Handle clients’ enquiries via different channels including email, ticket, live chat and phone call
  
- Familiarize with various proprietary platforms including trading systems and administrative portals in order to educate clients to align with our self-service and highly automated business model
  
- Assist clients in understanding the entire trading cycle, including but not limited to funding process, position transfers, corporate actions, margin calculation and statements reconciliation
  
- Troubleshoot with clients and take ownership when issues arise, be able to follow up, escalate and liaise with various internal parties such as Legal & Compliance, Risk, IT, Cashiering, Clearing and other service groups around the world.

## Qualifications & Skills

Core competencies:

  
- Strong product knowledge – Equities, Options, Futures, FX
  
- Self-starter with highly analytical and critical thinking mindset
  
- Ability to handle stress, work independently and autonomously in a fast-paced 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 who demonstrate a strong grasp of the core competencies will also be considered)
  
- Preferably licensed with SFC for RA type 1, 2 or 3, or be able to obtain by attending licensing paper exams within a short period after joining
  
- Working knowledge of Microsoft Word, Excel; Bloomberg, UNIX and/or basic programming experience a plus
  
- Candidates with prior experience in client services, middle/back office operations, compliance, electronic trading, and fund administration will be given priority

## Company Benefits & Perks

  
- Competitive Salary, annual performance-based bonus and stock grant
  
- Excellent health and welfare benefits including medical, dental, specialist and inpatient
  
- Competitive package of Annual Leave
  
- Daily lunch ordered in house with fully stocked kitchen
  
- Great 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 growing local presence
  
- Hybrid work arrangement role permitting

## Applying to this role

This Client Services Associate I role at Interactive Brokers runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=interactive-brokers&job=6a4eeb90b23ba309796a0a17)

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Updated: 2026-07-11
Canonical: https://www.jorb.ai/jobs/6a4eeb90b23ba309796a0a17