Associate / Senior Associate – Client Services

3 weeks ago

Hong Kong, Hong Kong SAR China Interactive Brokers Full time

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 callFamiliarize 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 modelAssist clients in understanding the entire trading cycle, including but not limited to funding process, position transfers, corporate actions, margin calculation and statements reconciliationTroubleshoot 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, FXSelf-starter with highly analytical and critical thinking mindsetBe able to handle stress, work independently and autonomously under a quick and spontaneous environmentExcellent command of written and spoken English and Chinese (Mandarin is a strong plus)

Requirements:

Bachelor's degree2-3 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 joiningWorking knowledge of Microsoft Word, Excel; Bloomberg, UNIX and/or basic programming experience a plusCandidates 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 grantExcellent health and welfare benefits including medical, dental, specialist and in-patient Competitive package of Annual LeaveDaily lunch ordered in house with fully stocked kitchenModern offices with multi-monitor setupsGreat work life balanceUnique opportunity to gain exposure to global financial products, markets and clienteleOpportunities for career progression and job scope expansion in a global company with growing local presenceHybrid work arrangement role permitting.

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