Application Service Group Associate at Interactive Brokers

Kowloon, Hong Kong

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor's degree
2-3 years in Client Service and/or Financial Service preferred (fresh graduates with relevant academic background and aptitude considered)
Excellent written and oral communication skills in English and Cantonese; Mandarin advantageous
Minimum of 2 years' experience and familiarity in brokerage or corporate banking environment
Demonstrable experience handling client concerns and issues with tact and diplomacy
Strong research, investigatory, and problem-solving skills
Ability to multitask various projects and firm initiatives
Intermediate experience with MS Outlook, MS Word, and MS Excel
Prior experience in the financial services industry
Extraordinary attention to detail
Strong communication skills
Ability to identify, analyze, and escalate complex issues
Excellent troubleshooting and problem resolution skills
Taking personal responsibility for identifying client needs while providing high-value experience
Efficient, self-motivated, and hardworking in a dynamic, fast-paced environment

Responsibilities

Process institutional client applications daily
Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail, online messaging, and internally to sales representatives and client service representatives
Research and resolve a wide variety of client questions and/or issues on the account opening process
Multitask with strong emphasis on AML and KYC knowledge while dealing with incoming client queries
Learn all aspects of the IBHK Brokerage platform and policy to offer alternatives satisfying client concerns while complying with policies, practices, and procedures
Work closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements
Work closely with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated

Skills

Key technologies and capabilities for this role

Client OnboardingAccount OpeningCustomer ServiceCommunication SkillsAttention to Detail

Questions & Answers

Common questions about this position

What is the salary for the Application Service Group Associate position?

This information is not specified in the job description.

Is this role remote or based in a specific location?

The role is based at the Hong Kong location as part of the Interactive Brokers Hong Kong Limited (IBHK) expansion of its Application Service Group within the New Accounts Department.

What skills are required for this position?

Candidates need prior experience in the financial services industry, extraordinary attention to detail, strong communication skills, AML and KYC knowledge, ability to identify and analyze complex issues, excellent troubleshooting and problem resolution skills, and taking personal responsibility for client needs.

What is the company culture like at Interactive Brokers?

The company features a dynamic, multi-national team focused on financial innovation, cutting-edge technology, client commitment, and providing high-quality client service while building long-term relationships.

What makes a strong candidate for this role?

A strong candidate has prior financial services experience, extraordinary attention to detail, strong communication skills, AML/KYC knowledge, and excels at troubleshooting, problem resolution, and taking responsibility for client needs.

Interactive Brokers

Online trading platform with low commissions

About Interactive Brokers

Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and best execution practices, ensuring clients get the best prices for their trades. Unique features like fractional shares and the IMPACT app allow users to invest in high-value stocks affordably and align their investments with personal values. The goal of Interactive Brokers is to deliver a comprehensive and cost-effective trading experience for individual traders, investors, and financial advisors globally.

Greenwich, ConnecticutHeadquarters

1977Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave

Risks

Increased regulatory scrutiny may lead to stringent compliance requirements and potential fines.

AI tools may expose the company to data privacy and algorithmic trading risks.

Rapid growth in DARTs could strain infrastructure, risking service disruptions.

Differentiation

Interactive Brokers offers low commissions and financing rates, making trading affordable.

The platform provides direct market access to over 135 markets in 33 countries.

Innovative features like fractional shares and the IMPACT app attract diverse investors.

Upsides

AI tools in the Advisor Portal enhance decision-making for financial advisors.

IBKR Desktop 0.12 offers advanced features for options traders, boosting user engagement.

74% growth in DARTs and $576 billion in client equity indicate strong financial health.

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