Associate - Client Services

Singapore

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Candidates must possess an undergraduate degree, a minimum of two years’ experience at a global financial institution, and preferably be licensed with CMFAS 1A, 2A, 6, and 6A or demonstrate the ability to obtain these licenses through exam preparation. Strong product knowledge in equities, options, futures, and FX is required, as well as a self-starter mindset with analytical and critical thinking skills, the ability to handle stress, and work independently in a fast-paced environment. Fluency in written and spoken English and Mandarin Chinese is also necessary, with Mandarin being a strong plus.

Responsibilities

As an Associate - Client Services, the role involves liaising with Interactive Brokers’ clients globally, including professional retail clients, advisors, and broker-dealers, to develop and maintain long-term relationships through responsive, superior, and high-touch service. The position requires handling client inquiries via various channels such as email, ticket, live chat, and phone calls, familiarizing clients with proprietary platforms, assisting them with the trading cycle, troubleshooting issues, escalating concerns, and liaising with internal teams including Legal & Compliance, Risk, IT, Cashiering, and Clearing.

Skills

Equities

Options

Futures

Client Relationship Management

Troubleshooting

Communication (Written & Spoken English, Mandarin)

Trading Cycle

Problem-Solving

Analytical Skills

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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