Customer Services Representative at Interactive Brokers

Kowloon, Hong Kong

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Not SpecifiedCompensation

Junior (1 to 2 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, or 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
Ability 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 clients with various proprietary platforms, including trading systems and administrative portals, to align with Interactive Brokers’ self-service and highly automated business model
Assist clients in understanding the entire trading cycle, including 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

Customer SupportPhone SupportLive ChatEmail SupportTrading PlatformsMargin CalculationCorporate ActionsPosition TransfersStatements ReconciliationTroubleshooting

Questions & Answers

Common questions about this position

What is the salary for the Customer Services Representative position?

This information is not specified in the job description.

Is this Customer Services Representative role remote or office-based?

This information is not specified in the job description.

What skills are required for the Customer Services Representative role?

Core competencies include strong product knowledge in Equities, Options, Futures, FX; self-starter with analytical and critical thinking; ability to handle stress and work independently; and excellent command of written and spoken English and Chinese (Mandarin is a strong plus). Requirements are a Bachelor’s degree, 2-3 years experience in Customer Service and/or Financial Service preferred, and preferably licensed with SFC for RA type 1, 2, or 3.

What is the company culture like at Interactive Brokers?

Interactive Brokers emphasizes responsive, superior, and high-touch client service, aligning with advancements in technology and global product offerings, while being at the forefront of financial innovation for over four decades with cutting-edge technology and client commitment.

What makes a strong candidate for this Customer Services Representative position?

Strong candidates demonstrate core competencies like product knowledge, analytical thinking, stress handling, and bilingual skills in English and Chinese, even if fresh graduates; 2-3 years of relevant experience and SFC licensing 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