Institutional Services Associate
1 month ago
Interactive Brokers is seeking exceptional individuals to join its fast-growing APAC Institutional Services group. In this role, you will be responsible for providing 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 provide a seamless client experience as we continue to 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/report issues to the relevant stakeholders across various departments and regions
- Assist clients in understanding the entire trading lifecycle, including funding, position transfers, corporate actions, margin calculation, and statement reconciliation
- 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, including Stocks, ETFs, Options, FX, Funds, Futures, and 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 prior experience at a large financial institution (new graduates who demonstrate a strong grasp of the core competencies will also be considered)
- Licensed with CMFAS 1A, 2A, 6, and 6A or be able to obtain by attending to licensing paper exams within a short period after onboarding
- Fluency in productivity applications, such as Excel, JIRA/Confluence, is a plus
Company Benefits & Perks
- Competitive Salary, annual performance-based bonus, and stock grant
- CPF Contributions
- Excellent medical insurance, including dental, specialist, and in-patient
- Competitive package of Annual Leave
- Daily lunch ordered in-house with a fully stocked kitchen
- Modern offices with multi-monitor setups
- Corporate discount on selected fitness centers
- 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
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