Client Services - Institutional Services Associate I

Job Description and Responsibilities:

IBKR is seeking exceptional individuals to join its fast-growing APAC Institutional Services group. In this role, you will be responsible for providing unparalleled service to IBKR’s institutional and enterprise clients including banks, hedge funds, financial advisors, and introducing brokers. Our mission is to build deep, long-term relationships and provide a seamless client experience as we continue to expand our global product and service offerings.
The ideal candidate should be client focused with a desire for their career to progress into a sales-oriented position.
Key responsibilities

Resolve technical, account, and trade-related enquiries via telephone, ticket, and live chat
Take ownership of and escalate/report issues to the relevant stakeholders across various departments and regions
Assist clients in understanding the entire trading lifecycle including but not limited to funding, position transfers, corporate actions, margin calculation, and statement reconciliation
Ad hoc assignments and projects – e.g. client outreach, platform training, general market research

Qualifications:

Core competencies:

Strong familiarity in one or more asset classes – Stocks, ETFs, Options, FX, Funds, Futures, Fixed Income
Be able to think critically and reason about complex systems and processes
Maintain composure and professionalism in fast-paced and stressful situations
Excellent command of written and spoken English (Mandarin is a strong plus)

Requirements:

Undergraduate degree
At least 1-2 years prior experience at a large financial institution (new graduates who demonstrate a strong grasp of the core competencies will also be considered)
Fluency in productivity applications (e.g. Excel, JIRA/Confluence) is a plus

Company Benefits & Perks:

Competitive Salary, annual performance-based bonus and stock grant
Excellent health and welfare benefits including medical, 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, specifically towards a sales-oriented position if appropriate.
Hybrid work arrangement role permitting.