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.

Responsibilities

• Respond to inquiries and concerns from retail and institutional clients, externally through in-person meetings, phone, email, and online messages, and internally with sales representatives and customer service representatives.
• Investigate and resolve various client questions and issues regarding the account opening process.
• Multitask while responding to client inquiries, with an emphasis on AML and KYC knowledge.
• Learn all aspects of the IBA brokerage platform and policies, providing alternatives to meet client concerns while adhering to policies, practices, and procedures.
• Work closely with Legal & 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-solving skills.
• Take personal responsibility for identifying client needs and providing high-value experiences.
• Be efficient, self-motivated, and diligent in a dynamic, fast-paced environment.
• Work closely with other new account teams and risk assessment teams to ensure all financial crime risks are identified and assessed.

Qualifications and Experience

• Bachelor's degree.
• 2-3 years of experience in client service and/or financial services is desirable. Motivated new graduates in finance, law, accounting, or information systems will also be considered.
• Native Japanese with excellent English reading, writing, and verbal communication skills. Cantonese and Mandarin are a plus.
• Minimum 2 years of experience and familiarity, preferably gained in brokerage or corporate banking. Demonstrate knowledge to courteously address client concerns and issues.
• Strong investigation, research, and problem-solving skills.
• Ability to multitask various projects and company initiatives.
• Intermediate level experience with MS Outlook, MS Word, and MS Excel.
• Ability to work independently and effectively as part of a team while handling multiple tasks and responsibilities simultaneously.

Company Benefits

• Competitive salary, annual performance-based bonus, and stock grants.
• Social security/insurance benefits.
• Competitive annual leave package.
• Daily lunch ordered in-house in a fully equipped kitchen.
• Modern office with good subway access.
• Excellent work-life balance.
• Unique opportunity to be exposed to global financial products, markets, and client base.
• Opportunities for career progression and expanded scope of duties in a global company expanding its local presence.
• Hybrid work arrangement possible for the role.