Client Services Associate I

Job Description and Responsibilities:

As part of our Client Services group, you will liaise with Interactive Brokers’ clients from around the globe, including but not limited to 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 we continue to advance on technology and expand our global product offerings.

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 in order to educate clients to align with our self-service and highly automated business model
Assist clients in understanding the entire trading cycle, including but not limited to funding process, position transfers, corporate actions, margin calculation and statements reconciliation
Troubleshoot with clients and take ownership when issues arise, be able to follow up, escalate and liaise with various internal parties such as Legal & Compliance, Risk, IT, Cashiering, Clearing and other service groups around the world.

Qualifications:

Core competencies:

Strong product knowledge – Equities, Options, Futures, FX
Self-starter with highly analytical and critical thinking mindset
Be able to handle stress, work independently and autonomously under a quick and spontaneous environment
Excellent command of written and spoken English. Intermediate / Business Mandarin will be a strong plus

Requirements:

Undergraduate degree
Preferably licensed with CMFAS 1B, 2B, CM-EIP and CM-SIP or be able to obtain by attending to licensing paper exams within a short period after joining
Candidates with prior experience in financial services, 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
CPF Contributions
Excellent medical insurance, including dental, specialist and in-patient

Competitive package of Annual Leave:

Daily lunch ordered in house with fully stocked kitchen
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