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Urgent! Client Onboarding Associate Job Opening In admiralty hong kong – Now Hiring Interactive Brokers

Client Onboarding Associate



Job description

Responsibilities

  • Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and on-line messaging, internally to sales representatives and customer service representatives;
  • Research and resolve a wide variety of client question and/or issues on the account opening process;
  • Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming customer queries;
  • Learn all aspects of the IB Brokerage platform and policy that offers alternatives to satisfy customer concerns while complying with policies, practices and procedures;
  • Work closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements;
  • Ability to identify, analyze, and escalate complex issues;
  • Excellent troubleshooting and problem resolution skills;
  • Taking personal responsibility for identifying client needs while providing a high value experience;
  • Efficient, self-motivated and hard working in a dynamic and fast paced environment; and
  • Work closely with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated.
  • Qualifications & Experience:

  • Bachelor's degree
  • Experience: 2-3 years in Client Service and/or Financial Service preferred.

    Fresh graduates with a Finance, Law, Accounting, or Information Systems, etc.

    who are motivated and demonstrate the right aptitude will also be considered;
  • Excellent written and oral communication skills in English and Cantonese; Mandarin is advantageous;
  • Minimum of 2 years’ experience and familiarity, preferably gained in brokerage or corporate banking environment, Demonstrates experience in handling client concerns and issues with tact and diplomacy;
  • Strong research, investigatory, and problem-solving skills;
  • Able to multitask various projects and firm initiatives;
  • Intermediate experience with MS Outlook, MS Word, and MS Excel; and
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.
  • 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

    Sales Representatives, Services



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      Unlock Your Client Onboarding Potential: Insight & Career Growth Guide


    • Real-time Client Onboarding Jobs Trends in admiralty, hong kong, Hong Kong (Graphical Representation)

      Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Client Onboarding in admiralty, hong kong, Hong Kong using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 199 jobs in Hong Kong and 156 jobs in admiralty, hong kong. This comprehensive analysis highlights market share and opportunities for professionals in Client Onboarding roles. These dynamic trends provide a better understanding of the job market landscape in these regions.

    • Are You Looking for Client Onboarding Associate Job?

      Great news! is currently hiring and seeking a Client Onboarding Associate to join their team. Feel free to download the 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. Impartiality
      • 4. Integrity
      • 5. Accountability
      • 6. Respect for human rights
      • 7. Obeying Hong Kong laws and regulations
    • What Is the Average Salary Range for Client Onboarding Associate Positions?

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    • Interview Tips for Client Onboarding Associate Job Success
      Interactive Brokers interview tips for Client Onboarding Associate

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      Before the Interview:
      • Research: Learn about the Interactive Brokers's mission, values, products, and the specific job requirements and get further information about
      • Other Openings
      • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
      • Dress Professionally: Choose attire appropriate for the company culture.
      • Prepare Questions: Show your interest by having thoughtful questions for the interviewer.
      • Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.
      During the Interview:
      • Be Punctual: Arrive on time to demonstrate professionalism and respect.
      • Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.
      • Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.
      • Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.
      • Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.
      • Follow Up: Send a thank-you email to the interviewer within 24 hours.
      Additional Tips:
      • Be Yourself: Let your personality shine through while maintaining professionalism.
      • Be Honest: Don't exaggerate your skills or experience.
      • Be Positive: Focus on your strengths and accomplishments.
      • Body Language: Maintain good posture, avoid fidgeting, and make eye contact.
      • Turn Off Phone: Avoid distractions during the interview.
      Final Thought:

      To prepare for your Client Onboarding Associate interview at Interactive Brokers, research the company, understand the job requirements, and practice common interview questions.

      Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Interactive Brokers's products or services and be prepared to discuss how you can contribute to their success.

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