Client Solutions Specialist

1 Minute ago • 2 Years +

Job Summary

Job Description

As part of the Client Services group, the specialist will work with Interactive Brokers' clients globally. Responsibilities include handling client inquiries via email, tickets, live chat, and phone calls. The specialist will also educate clients on trading platforms, assist with funding, position transfers, and margin calculations. They will troubleshoot issues, escalate as needed, and liaise with internal teams. The role requires strong product knowledge of Equities, Options, Futures, and FX. Candidates must be self-starters with an analytical mindset and the ability to work independently in a fast-paced environment.

Must have:

Strong product knowledge of Equities, Options, Futures, and FX.
Self-starter with highly analytical and critical thinking mindset.
Undergraduate degree is required.
Excellent command of written and spoken English and Chinese.

Good to have:

Licensed with CMFAS 1A, 2A, 6 and 6A.
Prior experience in client services, middle/back office operations, compliance.

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.
Opportunities for career progression and job scope expansion in a global company.
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