Client Onboarding Associate

4 weeks ago

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

Company Overview

Interactive Brokers is a leading online brokerage firm that offers a wide range of financial products and services to clients around the world.

We are seeking a highly motivated and detail-oriented Client Onboarding Associate to join our team in Hong Kong. As a key member of our new account team, you will play a critical role in ensuring a seamless onboarding experience for our clients.

Job Description

The successful candidate will be responsible for:

  • Corresponding with clients via phone, email, and online messaging to resolve their inquiries and concerns;
  • Researching and resolving client questions and issues related to the account opening process;
  • Multitasking with a strong emphasis on AML and KYC knowledge while dealing with incoming customer queries;
  • Learning all aspects of the IB Brokerage platform and policy to provide solutions to client concerns while complying with policies, practices, and procedures;
  • Working closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements;
  • Identifying, analyzing, and escalating complex issues;
  • Troubleshooting and resolving problems efficiently;
  • Taking personal responsibility for identifying client needs and providing a high-value experience;
  • Working efficiently and effectively in a dynamic and fast-paced environment;
  • Collaborating with other New Account teams and the Risk Assessment Team to review and evaluate financial crime risks.

Required Skills and Qualifications

To be successful in this role, you will need:

  • A Bachelor's degree;
  • 2-3 years of experience in Client Service and/or Financial Services preferred; Fresh graduates with a Finance, Law, Accounting, or Information Systems background who demonstrate the right aptitude will also be considered;
  • Excellent written and oral communication skills in English and Cantonese; Mandarin is advantageous;
  • Minimum 2 years' experience and familiarity with brokerage or corporate banking environments, preferably gained 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, handling multiple tasks and responsibilities simultaneously.

Estimated Salary

$55,000 - $65,000 per annum, depending on experience and qualifications.

Benefits

We offer a competitive package of benefits, including:

  • Competitive salary and annual performance-based bonus;
  • 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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