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

Customer Support

Phone Support

Live Chat

Email Support

Trading Platforms

Margin Calculation

Corporate Actions

Position Transfers

Statements Reconciliation

Troubleshooting

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