Account Opening Specialist

3 weeks ago


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

At Interactive Brokers, we are seeking a highly skilled Account Opening Specialist to join our team. As a key member of our Application Support Group, you will play a critical role in providing exceptional client service to our retail and professional clients.

The ideal candidate will possess a strong understanding of the financial services industry, with a focus on account opening and client onboarding. You will be responsible for researching and resolving client inquiries, as well as providing guidance on our IB Brokerage platform and policies.

Key Responsibilities:

  • Correspond with clients via phone, email, and online chat to address their inquiries and concerns
  • Research and resolve complex client issues related to account opening and onboarding
  • Collaborate with internal teams to ensure compliance with regulatory requirements and company policies
  • Develop and maintain strong relationships with clients to provide a high-value experience

Requirements:

  • Bachelor's degree in a related field
  • 2-3 years of experience in customer service and/or financial services
  • Excellent communication and problem-solving skills
  • Ability to work independently and as part of a team

What We Offer:

  • Competitive salary and bonus structure
  • Excellent health and welfare benefits
  • Opportunities for career growth and professional development
  • Hybrid work arrangement role permitting


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

    Job DescriptionInteractive Brokers is seeking a highly skilled and experienced professional to join our Application Support Group as an Account Opening Specialist. This role is a critical part of our client onboarding process, and we are looking for someone who can provide exceptional customer service and support to our clients.Key...


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

    Job DescriptionWe are seeking a highly skilled and detail-oriented professional to join our Application Support Group as an Account Opening Specialist. As a key member of our team, you will be responsible for providing exceptional client service to our retail and institutional clients, facilitating the account opening process, and building long-term customer...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Account Onboarding Specialist to join our team at DBS Bank (Hong Kong) Limited. As an Account Onboarding Specialist, you will play a critical role in supporting the client onboarding team with daily processing, including account opening and static data maintenance.Key ResponsibilitiesSupport the...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Account Onboarding Specialist to join our team at DBS Bank (Hong Kong) Limited. As a key member of our Group Technology and Operations team, you will play a crucial role in supporting the client onboarding process, ensuring seamless account opening and maintenance.Key ResponsibilitiesSupport...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Job DescriptionDBS Bank (Hong Kong) Limited is seeking a seasoned professional to lead our Open Account Trade (OAT) business in Hong Kong. As a key member of our Global Transaction Services team, you will be responsible for driving business growth, developing strategies, and managing a team of product managers.Key ResponsibilitiesBusiness Development:...

  • Account Manager

    3 weeks ago


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

    {"h1": "Job Description", "p": "At Interactive Brokers, we are seeking a highly skilled and detail-oriented professional to join our Application Support Group as a Client Onboarding Specialist. This role is a critical part of our customer service team, responsible for providing exceptional guidance to new clients throughout the account opening...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

    Job Title: SVP, Open Account Trade Product Head, Global Transaction ServicesDBS Bank is seeking a seasoned professional to lead our Open Account Trade (OAT) product management team in Global Transaction Services. As SVP, Open Account Trade Product Head, you will be responsible for driving business growth, developing strategies, and managing a team of product...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

    Job Title: SVP, Open Account Trade Product Head, Global Transaction ServicesDBS Bank is seeking a seasoned professional to lead our Open Account Trade (OAT) product team in Global Transaction Services. As the SVP, Open Account Trade Product Head, you will be responsible for driving the growth and development of our OAT business, while ensuring the delivery...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Job Summary We are seeking a seasoned Senior Product Manager to lead the development and growth of our Open Account Trade (OAT) business in Hong Kong. As a key member of our Global Transaction Services (GTS) team, you will be responsible for managing a team of product managers, building relationships with key stakeholders, and driving business momentum. Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China One Arrow Consulting Full time

    Job Title: Fund Accountant/Fund Operations SpecialistOur client, a reputable international private equity fund based in Hong Kong, is seeking a highly skilled Fund Accountant/Fund Operations Specialist to join their established platform and contribute to the growth of their team.Key Responsibilities:Assist with fund operations procedures, including capital...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

    Business OverviewDBS Bank's Global Transaction Services (GTS) is a leading provider of cash and trade finance solutions. As the SVP, Open Account Trade Product Head, you will play a critical role in driving the growth of our Open Account Trade (OAT) business, which enables clients to manage their cash flows and working capital more efficiently.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Job DescriptionFiduciary Specialist at CitiThe Fiduciary Specialist is a key professional responsible for managing trustee relationships with clients in Hong Kong managed funds. This role involves assisting in the provision, receipt, safekeeping, and maintenance of legal and contractual client documentation.The Fiduciary Specialist will assist in the...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Business FunctionAt DBS Bank (Hong Kong) Limited, our Global Transaction Services (GTS) team is at the forefront of innovative trade finance solutions. As a key player in the industry, we understand the importance of expertise in trade finance services. Our Cash and Trade division is a driving force behind our business, providing clients with tailored...


  • Hong Kong, Central and Western District, Hong Kong SAR China Rentokil Initial Full time

    {"title": "Accountant (Invoicing Specialist)", "description": "Job SummaryWe are seeking an experienced Accountant to join our team as an Invoicing Specialist. The successful candidate will be responsible for ensuring timely and accurate processing of debit and credit note requests, verifying invoices and service reports, and coordinating with vendors on...


  • Hong Kong, Central and Western District, Hong Kong SAR China Rentokil Initial Full time

    {"title": "Accountant (Invoicing Specialist)", "description": "Job SummaryWe are seeking an experienced Accountant to join our team as an Invoicing Specialist. The successful candidate will be responsible for ensuring timely and accurate processing of debit and credit note requests, verifying invoices and service reports, and coordinating with vendors on...

  • Accounting Specialist

    2 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China AIG Full time

    Job Summary:We are seeking a highly skilled Accounting Specialist to join our team at AIG. The successful candidate will be responsible for handling account receivable duties, preparing commission payments, and reconciling producer accounts.Key Responsibilities:Reconcile producer accounts and prepare commission paymentsHandle and reconcile account receivable...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job DescriptionAt Hang Seng Bank Limited, we are committed to service excellence and seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities, and competitive compensation packages. Our Digital Banking Team is recognized in the industry for its innovative and creative digital capabilities, providing...

  • KYC Specialist

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Job Title: Specialist, KYC CheckerJob Summary:DBS Bank (Hong Kong) Limited is seeking a highly skilled Specialist, KYC Checker to join our team. As a key member of our compliance team, you will be responsible for providing Know Your Customer (KYC) and on-account opening services for large corporate and financial institutional group customers. You will manage...

  • KYC Specialist

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Job SummaryWe are seeking a highly skilled KYC Specialist to join our team at DBS Bank (Hong Kong) Limited. As a KYC Specialist, you will be responsible for providing end-to-end KYC and on-account opening services for large corporate and financial institutional group customers. Your primary goal will be to manage portfolios of assigned new account...

  • Compliance Specialist

    2 months ago


    Hong Kong, Central and Western District, Hong Kong SAR China Larson Maddox Full time

    Client Onboarding SpecialistLarson Maddox is seeking a highly skilled Client Onboarding Specialist to join our team. As a key member of our Onboarding team, you will be responsible for ensuring the seamless onboarding of high-net-worth clients, while maintaining compliance with all relevant regulations and internal policies.Key Responsibilities:Conduct...