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Associate / Senior Associate – Client Services

Kowloon, Hong Kong (Hybrid)

Associate / Senior Associate – Client Services

2 Months ago • 2-3 Years • Administrative

About the job

4 skills required for this role

Test your skills to join the top 1% applicants for this job

unix

excel

bloomberg

critical-thinking

Job Description

This role involves handling client inquiries, educating clients on trading platforms, and troubleshooting issues. Must have strong product knowledge (Equities, Options, Futures, FX) and excellent communication skills. Experience in Customer Service/Financial Services preferred.

Must have:

Product Knowledge
Customer Service
Financial Services
Communication Skills

Good to have:

SFC License
Bloomberg
UNIX
Programming

Perks:

Competitive Salary
Health Benefits

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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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