Client Services Representative

Interactive Brokers (Kongsar, 中国) 2小时前发布

Job Description & 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.



Qualification & Skills

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 and Chinese (Mandarin is a strong plus)

Requirements:

  • Bachelor's degree
  • 2-3 years experience in Customer Service and/or Financial Service preferred. (Fresh graduates who demonstrate a strong grasp of the core competencies will also be considered)
  • Preferably licensed with SFC for RA type 1,2,3 or be able to obtain by attending to licensing paper exams within a short period after joining
  • Working knowledge of Microsoft Word, Excel; Bloomberg, UNIX and/or basic programming experience a plus
  • Candidates with prior experience in the areas of client services, middle/back office operations, compliance, electronic trading, and fund administration will be given priority

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Client Services Representative

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