Customer Services Representative

6 Months ago • 2-3 Years • Administrative

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

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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