Client Director - Financial Services
ServiceNowSalary not specified
Not SpecifiedCompensation
Junior (1 to 2 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, BrokerageIndustries
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
- 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)
Responsibilities
- 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
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary for this Associate / Senior Associate position?
This information is not specified in the job description.
Is this role remote or does it require office work?
This information is not specified in the job description.
What skills are required for this Client Services role?
Key skills include strong product knowledge in Equities, Options, Futures, FX; analytical and critical thinking; ability to handle stress and work independently; and excellent English with Chinese (Mandarin preferred). A Bachelor’s degree and 2-3 years in Customer Service or Financial Services are preferred.
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 superior high-touch service.
What makes a strong candidate for this position?
Strong candidates demonstrate core competencies like product knowledge, analytical thinking, stress handling, and bilingual skills in English and Chinese, even if fresh graduates. Relevant experience in customer or financial services and SFC licensing (types 1,2,3) are preferred.
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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