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Associate / Senior Associate – Client Services Job Opening In Hong Kong, Hong Kong – Now Hiring Interactive Brokers


Job description

Responsibilities

As part of our Client Services group, you will liaise with Interactive Brokers’ clients from around the globe, including but not limited to 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.
  • Qualification & Skills

    Core competencies:

  • Strong product knowledge – Equities, Options, Futures, FX
  • Self-starter with highly analytical and critical thinking mindset
  • Be able to handle stress, work independently and autonomously under a quick and spontaneous 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 1,2,3 or be able to obtain by attending to 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 the areas of 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 in-patient
  • Competitive package of Annual Leave
  • Daily lunch ordered in house with fully stocked kitchen
  • Modern offices with multi-monitor setups
  • 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.
  • Required Skill Profession

    Physical Scientists


    • Job Details

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Interactive Brokers adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying Hong Kong laws and regulations

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