Client Services Representative

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 in 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, 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, the funding process, position transfers, corporate actions, margin calculation and statement 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.

Core competencies:

• Strong product knowledge – Equities, Options, Futures, FX
• Self-starter with a highly analytical and critical-thinking mindset
• Be able to handle stress and work independently and autonomously in 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 licensing paper exams within a short period after joining
• Candidates with prior experience in 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 is ordered in-house with a 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 a growing local presence
• Hybrid work arrangement role permitting