Client Services - Institutional Services Associate I

Job Overview

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.

Responsibilities

• Handle clients' inquiries via different channels including email, ticket, live chat and phone calls
• Familiarize with various proprietary platforms including trading systems and administrative portals to educate clients and align with our self-service and highly automated business model
• Assist clients in understanding the entire trading cycle, including funding process, position transfers, corporate actions, margin calculation and statements reconciliation
• Troubleshoot with clients and take ownership when issues arise, follow up, escalate and liaise with internal parties such as Legal & Compliance, Risk, IT, Cashiering, Clearing and other service groups around the world

Qualifications

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 experience in Customer Service and/or Financial Service 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 able to obtain by 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

Benefits & Perks

• Competitive salary, annual performance-based bonus and stock grant
• Excellent health and welfare benefits including medical, dental, specialist and inpatient coverage
• Competitive package of annual leave
• Daily lunch ordered in-house with a 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