Client Services Associate

6 days ago

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

About the Role

We are seeking a highly skilled Client Services Associate to join our team at Interactive Brokers. As a key member of our Client Services group, you will play a critical role in delivering exceptional service to our clients from around the globe.

Key Responsibilities

  • Provide responsive and high-touch service to clients, including professional retail clients, advisors, and broker-dealers.
  • Familiarize yourself with our proprietary platforms, including trading systems and administrative portals, to educate clients on our self-service and highly automated business model.
  • Assist clients in understanding the entire trading cycle, including funding processes, position transfers, corporate actions, margin calculations, and statements reconciliation.
  • Troubleshoot client issues, take ownership, and liaise with internal parties such as Legal & Compliance, Risk, IT, Cashiering, Clearing, and other service groups around the world.

Requirements

  • Bachelor's degree.
  • 2-3 years of experience in Customer Service and/or Financial Services, or fresh graduates with a strong grasp of core competencies.
  • Preferably licensed with SFC for RA type 1, 2, 3, or able to obtain by attending 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 client services, middle/back office operations, compliance, electronic trading, and fund administration will be given priority.

What We Offer

  • 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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