Client Solutions Specialist

Singapore

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Candidates should 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 also required, along with excellent command of written and spoken English and Mandarin Chinese.

Responsibilities

The Client Solutions Specialist will liaise with Interactive Brokers’ clients globally via various channels, including email, ticket, live chat, and phone, and will handle clients’ enquiries. They will familiarize clients with proprietary platforms, assist them in understanding the entire trading cycle, troubleshoot issues, take ownership of resolutions, escalate concerns, and liaise with internal parties such as Legal & Compliance, Risk, IT, and other service groups worldwide.

Skills

Equities

Options

Futures

Trading Cycle

Ticket

Live Chat

Phone

Written English

Mandarin Chinese

Problem Solving

Client Liaison

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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