Global Client Associate - Chinese Speaker

2 Minutes ago • 2-3 Years

Job Summary

Job Description

The Global Client Associate role at Interactive Brokers involves resolving routine and complex client service issues with courtesy and sound judgment. Responsibilities include assisting clients with trading platforms, cash activities, product inquiries, order types, trade settlements, margin calculations, and commission structures. The role requires coordination with internal and external departments and contributing to system development. Candidates should be fluent in English and Chinese, hold a university degree in finance or a related field, and have 2-3 years of experience.
Must have:
  • Resolve routine and complex client service issues
  • Coordinate activities with other Customer Service divisions
  • Interact with external departments (Programming, Clearing, Cashiering, Compliance)
  • Contribute to the development of client service systems, policies and procedures
  • Fluent in English and Chinese
  • University degree (NFQ level 7) in finance, economics or related field
  • 2-3 years’ experience
  • Strong verbal and written communication skills
  • In-depth understanding of financial instruments (stocks, bonds, options, futures, foreign exchange, funds)
  • Working knowledge of exchange operations, regulations, product offerings, execution platforms, rules, and margin methodologies
  • Ability to work in a dynamic, medium-size office environment
Good to have:
  • Experience in a financial services position (e.g., brokerage, banking, trading, exchange or clearing house)

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.

Key Responsibilities:

  • Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes including:
  • Operability of TWS, IBKR Mobile, IBKR WebTrader execution platforms including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions
  • Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions
  • Margin calculations; Commission structure, interest and fees
  • Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures

Qualifications & Experience:

  • Fluent in English and Chinese
  • University degree (NFQ level 7) in finance, economics or related field
  • 2-3 years’ experience
  • Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearing house) preferred but not required
  • Strong verbal and written communication skills to accommodate client inquiries directed via telephone, web ticket or online chat
  • In depth understanding of the following financial instruments: stocks, bonds, options, futures, options on futures, foreign exchange and funds
  • Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies
  • Ability to work in a dynamic, medium-size office environment

If you are motivated, have strong initiative, are analytical and methodical; we can offer you a position that will both challenge and reward you. You will be part of an exciting team that is helping to shape one of the world’s strongest brokerage brands. We are looking forward to receiving your online application.

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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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