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; andWork 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 degreeExperience: 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; andAbility 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 grantExcellent health and welfare benefits including medical, dental, specialist and in-patient Competitive package of Annual LeaveDaily lunch ordered in house with fully stocked kitchenModern offices with multi-monitor setupsGreat work life balanceUnique opportunity to gain exposure to global financial products, markets and clienteleOpportunities for career progression and job scope expansion in a global company with growing local presenceHybrid work arrangement role permitting.