Client Onboarding Associate

1 Minute ago • 2-3 Years

Job Summary

Job Description

As a Client Onboarding Associate, you will be responsible for providing high-quality client service to sophisticated retail clients, HNWIs, financial advisors, hedge fund operators, corporates, and other broker-dealers. You will facilitate client onboarding, provide account opening guidance, and build and maintain long-term client relationships. Responsibilities include responding to client inquiries via various channels, researching and resolving client issues, multitasking while handling AML and KYC, learning the brokerage platform and policy, working with legal and compliance teams, and escalating complex issues. You'll need to troubleshoot and resolve problems while taking personal responsibility for identifying client needs.
Must have:
  • Bachelor's degree.
  • 2-3 years of experience in Client Service or Financial Service.
  • Native in Japanese and good in written and oral communication in English.
  • Demonstrates knowledge in handling client concerns and issues.
Good to have:
  • Experience in brokerage or corporate banking.
  • Intermediate experience with MS Outlook, MS Word, and MS Excel.
  • Cantonese and Mandarin is advantageous.
Perks:
  • Competitive Salary, annual performance-based bonus and stock grant
  • Social Security / Insurance benefits
  • Competitive package of Annual Leave
  • Daily lunch ordered in house with fully stocked kitchen
  • Modern offices with great access to metro
  • 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.

 

Interactive Brokers Japan Pte. Ltd. is expanding its Application Service Group (ASG) within the New Accounts Department at our Japan location. We are searching for candidates with prior experience in the financial services industry, extraordinary attention to detail, and strong communication skills. The client service department liaises with Interactive Brokers' retail and Institutional clients.

 

The IBJ ASG is accountable for providing high-quality client service to our sophisticated retail clients, HNWIs, financial advisors, hedge fund operators, corporates, and other broker-dealers. We aim to facilitate client onboarding by providing account opening guidance while building and maintaining long-term client relationships as we expand our global service offerings. As part of the ASG, the successful candidate will be the first and most important impression new clients have of Interactive Brokers.

 

Responsibilities

  • Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and online messaging, internally to sales representatives and Client service representatives;
  • Research and resolve a wide variety of client questions and/or issues on the account opening process;
  • Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming client queries;
  • Learn all aspects of the IBA brokerage platform and policy that offer alternatives to satisfy client 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;
  • Native in Japanese and good in written and oral communication skills in English; Cantonese and Mandarin is advantageous
  • Minimum of 2 years experience and familiarity, preferably gained in brokerage or corporate banking. Demonstrates knowledge 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
  • Social Security / Insurance benefits
  • Competitive package of Annual Leave
  • Daily lunch ordered in house with fully stocked kitchen
  • Modern offices with great access to metro
  • 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

 

 

Similar Jobs

Ubisoft - Animation Director [Tom Clancy's The Division 3]

Ubisoft

Malmö, Skåne County, Sweden (Hybrid)
8 Months ago
ByteDance - Payment Strategy Intern (Global Payment - LATAM)

ByteDance

San Jose, California, United States (On-Site)
1 Month ago
Nasdaq - Senior FinTech Revenue Analyst

Nasdaq

Vilnius, Vilnius County, Lithuania (On-Site)
2 Days ago
Marsh McLennan - Insurance Analyst

Marsh McLennan

Sydney, New South Wales, Australia (Hybrid)
1 Week ago
Attentive - Sales Development Representative

Attentive

United States (Remote)
6 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

NBC universal - Digital Operations Specialist

NBC universal

Birmingham, Michigan, United States (Hybrid)
2 Days ago
Interactive Brokers - Associate / Senior Associate - Institutional Services

Interactive Brokers

Hong Kong (Hybrid)
1 Day ago
Aptive - Business Analyst

Aptive

Skopje, Greater Skopje, North Macedonia (On-Site)
1 Week ago
Universal Music - Manager, Internal Audit

Universal Music

Santa Monica, California, United States (On-Site)
2 Months ago
Ubisoft - Engine Technical Director [Unannounced Project]

Ubisoft

Malmö, Skåne County, Sweden (Hybrid)
7 Months ago
Triple Dot Studios - Group Reporting Manager

Triple Dot Studios

London, England, United Kingdom (On-Site)
1 Month ago
Push Gaming - Senior Game Mathematician

Push Gaming

(Remote)
1 Month ago
Kavalirio - SVP, Head of Branch Banking

Kavalirio

San Diego, California, United States (On-Site)
2 Weeks ago
Clear Watery Analytics - Sr. Principal Consultant - Professional Services - Investment Accounting

Clear Watery Analytics

New York, United States (On-Site)
1 Week ago

Get notifed when new similar jobs are uploaded

Jobs in Tokyo, Japan

Brave Group (Language barrier) - Goods Director

Brave Group (Language barrier)

Japan (On-Site)
2 Weeks ago
The Walt Disney Company - Manager, Owned Media (Web & Social)

The Walt Disney Company

Minato City, Tokyo, Japan (On-Site)
4 Months ago
Sony Interactive Entertainment - System Software Development (PlayStation Network Core Functions and Game SDK Development)

Sony Interactive Entertainment

Tokyo, Japan (Hybrid)
1 Month ago
Cygames - Animation Designer / Storyboard Artist

Cygames

Shibuya, Tokyo, Japan (On-Site)
2 Weeks ago
Kojima - Producer/Assistant Producer

Kojima

Minato City, Tokyo, Japan (On-Site)
2 Weeks ago
Game freak - R&D Programmer: Battle System [Junior Class]

Game freak

Chiyoda City, Tokyo, Japan (On-Site)
2 Weeks ago
Ansys - Technical Support Engineer II

Ansys

Tokyo, Japan (On-Site)
1 Week ago
Colo pl - Game Programmer (Mobile Game Application)

Colo pl

Minato City, Tokyo, Japan (On-Site)
1 Year ago
Sony Interactive Entertainment - Business Application Analyst (Global HR Systems)

Sony Interactive Entertainment

Tokyo, Japan (Hybrid)
1 Month ago
Nium - Director - Regulatory Compliance (MLRO)

Nium

Tokyo, Japan (Hybrid)
6 Months ago

Get notifed when new similar jobs are uploaded

Similar Category Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

About The Company

Montréal, Québec, Canada (Hybrid)

Chicago, Illinois, United States (Hybrid)

Singapore (On-Site)

Singapore (Hybrid)

Mumbai, Maharashtra, India (On-Site)

Dublin, County Dublin, Ireland (Hybrid)

Chicago, Illinois, United States (Hybrid)

Chicago, Illinois, United States (Hybrid)

View All Jobs

Get notified when new jobs are added by Interactive Brokers

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug