Associate / Senior Associate - Client Services Representative

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

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.

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)

Licensed with SFC 1, 2 and 3 or be able to obtain by attending to licensing paper exams within the probation period

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

Hybrid work arrangement role permitting.