Client Services Representative

1 Month ago • 2 Years +

Job Summary

Job Description

As part of the Client Services group, the role involves interacting with Interactive Brokers’ clients globally, including professional retail clients, advisors, and broker-dealers. The main goal is to establish and maintain long-term client relationships through prompt, high-quality service while advancing technology and expanding global product offerings. Responsibilities include handling client inquiries via various channels, familiarizing with proprietary platforms, assisting clients with the trading cycle, and troubleshooting issues by coordinating with internal departments. The job requires strong product knowledge in equities, options, futures, and FX, along with analytical and critical thinking skills. Candidates must handle stress well and work independently within a fast-paced environment.
Must have:
  • Strong product knowledge - Equities, Options, Futures, FX
  • Self-starter with analytical and critical-thinking skills
  • Ability to handle stress and work independently
  • Excellent written and spoken English and Chinese (Mandarin)
Good to have:
  • Licensed with CMFAS 1A, 2A, 6 and 6A
  • Prior experience in client services or related fields
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 is ordered in-house with a fully stocked kitchen
  • Modern offices with multi-monitor setups
  • Great work-life balance
  • Unique opportunity to gain exposure to global financial products
  • Opportunities for career progression and job scope expansion
  • 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

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 in 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, 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, the funding process, position transfers, corporate actions, margin calculation and statement 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 a highly analytical and critical-thinking mindset
  • Be able to handle stress and work independently and autonomously in 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 licensing paper exams within a short period after joining
  • Candidates with prior experience in 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 is ordered in-house with a 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 a growing local presence
  • Hybrid work arrangement role permitting

Similar Jobs

Evolution  - On-Site Virtual Customer Service Representative

Evolution

Southfield, Michigan, United States (On-Site)
1 Year ago
Sony Interactive Entertainment - HR Business Partner (PlayStation Engineering Department)

Sony Interactive Entertainment

Tokyo, Japan (Hybrid)
4 Months ago
Sony Interactive Entertainment - Business Application Analyst (Global HR Systems)

Sony Interactive Entertainment

Tokyo, Japan (Hybrid)
2 Months ago
Ubisoft - HR Partner

Ubisoft

Paris, Île-de-France, France (On-Site)
2 Months ago
Evolution  - Part-time Game Presenter

Evolution

Atlantic City, New Jersey, United States (On-Site)
3 Weeks ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Sony Interactive Entertainment - グローバルITシステム統合プロジェクトリード(人事領域)

Sony Interactive Entertainment

Tokyo, Japan (On-Site)
3 Months ago
Tesla - Quality Inspector

Tesla

Brandenburg, Germany (On-Site)
4 Months ago
Palo Alto Networks - Sr. Technical Support Engineer, Focused Services

Palo Alto Networks

Warsaw, Masovian Voivodeship, Poland (Remote)
3 Weeks ago
Nine - Digital Audio Sales Director

Nine

Pyrmont, New South Wales, Australia (On-Site)
2 Weeks ago
SEGULA Technologies - Supply Chain Intern - German Speaker

SEGULA Technologies

Agadir, Souss-Massa, Morocco (Remote)
7 Months ago
Assystems - Senior Mechanical Engineer

Assystems

Culham, England, United Kingdom (Hybrid)
7 Months ago
Assystems - Project Co-ordinator

Assystems

Kavaratti, Lakshadweep, India (On-Site)
7 Months ago
Evolution  - iGaming Presenter (Waiter/Waitress Alternative)

Evolution

Atlantic City, New Jersey, United States (On-Site)
1 Year ago
plarium - Internal Communication Manager

plarium

Herzliya, Tel Aviv District, Israel (Hybrid)
1 Month ago
plarium - Balance Game Designer

plarium

Lviv, Lviv Oblast, Ukraine (On-Site)
3 Weeks ago

Get notifed when new similar jobs are uploaded

Jobs in Singapore

Illumina - Staff Test Engineer

Illumina

Singapore (On-Site)
1 Month ago
Deep dive studios - Game Programmer

Deep dive studios

Singapore (Remote)
3 Years ago
bytedance - Cloud Solutions Technical Account Manager

bytedance

Singapore (On-Site)
2 Months ago
HoYoverse - Litigation Counsel

HoYoverse

Singapore (On-Site)
5 Months ago
Illumina - Senior / Staff Software Engineer (Instruments)

Illumina

Singapore, Singapore (On-Site)
1 Month ago
Jane Street - Cybersecurity Detection and Response Analyst

Jane Street

Singapore (On-Site)
1 Month ago
Philips - APAC Private Equity Key Account Manager

Philips

Singapore (On-Site)
1 Year ago
Oliver Agency - GenAI Motion Graphic Designer

Oliver Agency

Singapore (On-Site)
1 Month ago
mighty bear games - Intermediate/Senior AI Engineer

mighty bear games

Singapore, Singapore (Hybrid)
8 Months ago
Riot Games - Senior Manager, Publishing Product Management, 2XKO APAC

Riot Games

Singapore (On-Site)
2 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

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.
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