Institutional Client Support Specialist
2 months ago
About the Role
Interactive Brokers is seeking a highly skilled and experienced professional to join its Institutional Services team. As an Institutional Services Associate, you will play a critical role in providing exceptional service to our institutional and enterprise clients, including banks, hedge funds, financial advisors, and introducing brokers.
Key Responsibilities
- Resolve complex technical, account, and trade-related inquiries via multiple channels, including phone, email, and live chat.
- Take ownership of and escalate/report issues to 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.
- Participate in ad-hoc assignments and projects, such as client outreach, platform training, and general market research.
Requirements
- 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).
- 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 and JIRA/Confluence, is a plus.
What We Offer
- Competitive salary, annual performance-based bonus, and stock grant.
- CPF contributions.
- Excellent medical insurance, including dental, specialist, and in-patient coverage.
- 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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