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Customer Services Associate - Onboarding & Account Opening Job Opening In admiralty hong kong – Now Hiring Interactive Brokers


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

    Supervisors Of Office And Administrative Support Workers


    • Job Details

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    Unlock Your Customer Services Potential: Insight & Career Growth Guide


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    457 Jobs in Admiralty, Hong Kong
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    Are You Looking for Customer Services Associate Onboarding & Account Opening Job?

    Great news! is currently hiring and seeking a Customer Services Associate Onboarding & Account Opening to join their team. Feel free to download the job details.

    Wait no longer! Are you also interested in exploring similar jobs? Search now: .

    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

    What Is the Average Salary Range for Customer Services Associate Onboarding & Account Opening Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in admiralty hong kong. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    What Are the Key Qualifications for Customer Services Associate Onboarding & Account Opening?

    Key qualifications for Customer Services Associate Onboarding & Account Opening typically include Supervisors Of Office And Administrative Support Workers and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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    Interview Tips for Customer Services Associate Onboarding & Account Opening Job Success

    Interactive Brokers interview tips for Customer Services Associate   Onboarding & Account Opening

    Here are some tips to help you prepare for and ace your Customer Services Associate Onboarding & Account Opening job interview:

    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.

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    Final Thought:

    To prepare for your Customer Services Associate Onboarding & Account Opening interview at Interactive Brokers, research the company, understand the job requirements, and practice common interview questions.

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