Institutional Services Associate

6 days ago

Hong Kong, Central and Western District, Hong Kong SAR China Interactive Brokers Full time

At Interactive Brokers, we are seeking a highly skilled and motivated individual to join our fast-growing APAC Institutional Services team. As an Institutional Services Associate, you will play a critical role in providing exceptional service to our institutional and enterprise clients, including banks, hedge funds, financial advisors, and introducing brokers.

Key Responsibilities:

  • Provide timely and accurate responses to technical, account, and trade-related inquiries via telephone, ticket, and live chat.
  • Take ownership of and escalate/report issues to relevant stakeholders across various departments and regions.
  • Assist clients in understanding the entire trading lifecycle, including funding, position transfers, corporate actions, margin calculation, and statement reconciliation.
  • Participate in ad hoc assignments and projects, such as client outreach, platform training, and general market research.

Qualifications:

  • Strong familiarity with one or more asset classes, including Stocks, ETFs, Options, FX, Funds, Futures, and Fixed Income.
  • Ability to think critically and reason about complex systems and processes.
  • Maintain composure and professionalism in fast-paced and stressful situations.
  • Excellent command of written and spoken English, with Mandarin being a strong plus.

Requirements:

  • Undergraduate degree.
  • At least 1-2 years of prior experience at a large financial institution, or new graduates with a strong grasp of the core competencies.
  • Licensed with SFC 1, 2, and 3, or able to obtain by attending licensing paper exams within the probation period.
  • Fluency in productivity applications, such as Excel and JIRA/Confluence, is a plus.

Company Benefits & Perks:

  • Competitive salary, annual performance-based bonus, and stock grant.
  • Excellent health and welfare benefits, including medical, dental, specialist, and in-patient care.
  • Competitive package of annual leave.
  • Daily lunch 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 growing local presence.
  • Hybrid work arrangement role permitting.

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