Client Services Associate
4 weeks ago
At Interactive Brokers, we are seeking a highly skilled and motivated Associate - Client Services to join our team. As a key member of our Client Services group, you will play a critical role in delivering exceptional customer service to our clients from around the globe.
Responsibilities:- Provide timely and effective support to clients via various communication channels, including email, ticket, live chat, and phone calls.
- Develop a deep understanding of our proprietary platforms, including trading systems and administrative portals, to educate clients on our self-service and highly automated business model.
- Assist clients in navigating the entire trading cycle, including funding processes, position transfers, corporate actions, margin calculations, and statement reconciliations.
- Troubleshoot client issues, take ownership, and escalate as necessary, collaborating with internal teams such as Legal & Compliance, Risk, IT, Cashiering, Clearing, and other service groups worldwide.
- Strong product knowledge in Equities, Options, Futures, and FX.
- A self-starter with a 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).
- Undergraduate degree.
- Minimum 2 years' experience at a global financial institution (new graduates with a strong grasp of core competencies will also be considered).
- Preferably licensed with CMFAS 1A, 2A, 6, and 6A or able to obtain 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.
- 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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