Associate / Senior Associate - Institutional Services

1 Month ago • 1-2 Years

Job Summary

Job Description

The Associate/Senior Associate will provide exceptional service to Interactive Brokers' institutional and enterprise clients, including banks, hedge funds, financial advisors, and introducing brokers. Responsibilities include resolving technical, account, and trade-related inquiries via telephone, tickets, and live chat. The role involves taking ownership of and escalating/reporting issues to relevant stakeholders across various departments and regions. The candidate will assist clients in understanding the trading lifecycle, including funding, position transfers, corporate actions, margin calculation, and statement reconciliation, as well as handle ad hoc assignments and projects such as client outreach and platform training.
Must have:
  • Familiarity with Stocks, ETFs, Options, FX, Funds, Futures, or Fixed Income.
  • Ability to think critically and reason about complex systems.
  • Maintain composure in fast-paced and stressful situations.
  • Excellent command of written and spoken English.
  • Undergraduate degree.
  • Prior experience at a large financial institution (1-2 years).
  • Licensed with CMFAS 1A, 2A, 6 and 6A or able to obtain.
Good to have:
  • Fluency in Mandarin.
  • Fluency in productivity applications (e.g. Excel, JIRA/Confluence).
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.

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

IBKR is seeking exceptional individuals to join its fast-growing APAC Institutional Services group.  In this role, you will be responsible for providing unparalleled service to IBKR’s institutional and enterprise clients including banks, hedge funds, financial advisors, and introducing brokers.  Our mission is to build deep, long-term relationships and provide a seamless client experience as we continue to expand our global product and service offerings.

Key responsibilities:

  • Resolve technical, account, and trade-related enquiries via telephone, ticket, and live chat
  • Take ownership of and escalate/report issues to the relevant stakeholders across various departments and regions
  • Assist clients in understanding the entire trading lifecycle including but not limited to funding, position transfers, corporate actions, margin calculation, and statement reconciliation
  • Ad hoc assignments and projects – e.g. client outreach, platform training, general market research

Qualifications

Core competencies:

  • Strong familiarity in one or more asset classes – Stocks, ETFs, Options, FX, Funds, Futures, Fixed Income
  • Be able to think critically and reason about complex systems and processes
  • Maintain composure and professionalism in fast-paced and stressful situations
  • Excellent command of written and spoken English (Mandarin is a strong plus)

Requirements:

  • Undergraduate degree
  • At least 1-2 years prior experience at a large financial institution (new graduates who demonstrate a strong grasp of the core competencies will also be considered)
  • Licensed with CMFAS 1A , 2A , 6 and 6A or be able to obtain by attending to licensing paper exams within a short period after onboarding
  • Fluency in productivity applications (e.g. Excel, JIRA/Confluence) is a plus

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

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About The Company

Interactive Brokers Group, Inc. (NASDAQ: "IBKR") is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisers, and introducing brokers. For over 40 years, Interactive Brokers has been the pioneer of the electronic trading revolution. We rapidly scaled from a small U.S. options market-maker into a sizable global trading firm by leveraging the power of technology and automation. We are committed to delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost.

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