Client Support Specialist

2 days ago

Hong Kong, Central and Western District, Hong Kong SAR China Interactive Brokers Full time
Responsibilities
  • Correspond to inquiries and concerns externally with retail and institutional clients, internally to sales representatives and customer service representatives.
  • Research and resolve client questions and/or issues on the account opening process.
  • Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming customer queries.
  • Learn all aspects of the IB Brokerage platform and policy to satisfy customer concerns while complying with policies, practices and procedures.
  • Work closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements.
  • Ability to identify, analyze, and escalate complex issues.
  • Excellent troubleshooting and problem resolution skills.
  • Taking personal responsibility for identifying client needs while providing a high value experience.
  • Efficient, self-motivated and hard working in a dynamic and fast paced environment.
  • Work closely with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated.
Qualifications & Experience:
  • Bachelor's degree
  • Experience: 2-3 years in Client Service and/or Financial Service preferred.
  • Excellent written and oral communication skills in English and Cantonese; Mandarin is advantageous.
  • Minimum of 2 years' experience and familiarity, preferably gained in brokerage or corporate banking environment, Demonstrates experience in handling client concerns and issues with tact and diplomacy.
  • Strong research, investigatory, and problem-solving skills.
  • Able to multitask various projects and firm initiatives.
  • Intermediate experience with MS Outlook, MS Word, and MS Excel.
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.
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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