Associate - Client Services

1 Minute ago • 2 Years +

Job Summary

Job Description

As part of the Client Services group, you will interact with Interactive Brokers’ clients globally, including retail clients, advisors, and broker-dealers. The role involves developing and maintaining long-term client relationships through excellent service. Responsibilities include handling client inquiries via email, tickets, live chat, and phone calls. You will need to familiarize yourself with various platforms, including trading systems and administrative portals, to assist clients and troubleshoot issues. You will also assist with understanding the trading cycle, funding, transfers, and reconciliation. The role requires strong analytical and critical thinking skills, as well as the ability to work independently. This role offers the opportunity to gain exposure to global financial products, markets and clientele.

Must have:

Strong product knowledge: Equities, Options, Futures, FX
Self-starter with analytical and critical thinking
Excellent written and spoken English and Chinese

Good to have:

Licensed with CMFAS 1A, 2A, 6 and 6A
Prior experience in client services, operations, compliance, electronic trading

Perks:

Competitive Salary, bonus, and stock grant
CPF Contributions
Excellent medical insurance
Competitive Annual Leave package
Daily lunch provided and stocked kitchen
Modern offices with multi-monitor setups
Great work life balance
Opportunities for career progression
Hybrid work arrangement

4 skills required

4 skills required for this role

Add these skills to join the top 1% applicants for this job

innovation

hedge-funds

critical-thinking

problem-solving

Job Details

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Job Description and 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.

Qualifications

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:

Undergraduate degree
Minimum 2 years’ experience at a global financial institution (new graduates who demonstrate a strong grasp of the core competencies will also be considered)
Preferably licensed with CMFAS 1A , 2A , 6 and 6A or be able to obtain by attending to licensing paper exams within a short period after joining
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
CPF Contributions
Excellent medical insurance, including 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