Customer Services Representative
Job Summary
Job Description
Customer Services Representative needed with 2-3 years experience in financial services, strong product knowledge, and proficiency in English and Chinese (Mandarin preferred). Responsibilities include handling client inquiries, providing support, and troubleshooting issues.
Must have:
- Financial Services
- Customer Service
- Product Knowledge
- English & Chinese
Good to have:
- SFC Licensing
- Bloomberg
- UNIX
- Programming
Perks:
- Stock Grant
- Hybrid Work
5 skills required
Job Details
Job Description & 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.
Qualification & Skills
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:
- Bachelor's degree
- 2-3 years experience in Customer Service and/or Financial Service preferred. (Fresh graduates who demonstrate a strong grasp of the core competencies will also be considered)
- Preferably licensed with SFC for RA type 1,2,3 or be able to obtain by attending to licensing paper exams within a short period after joining
- Working knowledge of Microsoft Word, Excel; Bloomberg, UNIX and/or basic programming experience a plus
- 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
- Excellent health and welfare benefits including medical, 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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