Client Services Representative

4 weeks ago


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

As a Client Services Representative - Global Markets, you will be part of our Client Services group, liaising with Interactive Brokers' clients worldwide, including 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 advancing on technology and expanding our global product offerings.

Key Responsibilities:

  • 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 on our self-service and highly automated business model.
  • Assist clients in understanding the entire trading cycle, including funding process, position transfers, corporate actions, margin calculation, and statements reconciliation.
  • Troubleshoot with clients and take ownership when issues arise, following up, escalating, and liaising with internal parties such as Legal & Compliance, Risk, IT, Cashiering, Clearing, and other service groups worldwide.

Requirements:

  • Bachelor's degree.
  • 2-3 years of experience in Customer Service and/or Financial Service, preferred. Fresh graduates demonstrating strong core competencies will also be considered.
  • 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.

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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