Account Opening & KYC Specialist

Job Description

Interactive Brokers Japan Pte. Ltd. is seeking an Account Opening & KYC Specialist to join its Application Service Group (ASG) within the New Accounts Department in Tokyo. This role is crucial for providing high-quality client service to retail and institutional clients, including HNWIs, financial advisors, hedge fund operators, and corporates. The successful candidate will be the first point of contact for new clients, guiding them through the account opening process and building long-term relationships.Interactive Brokers has been at the forefront of financial innovation for over four decades, known for its cutting-edge technology and client commitment. This role offers a unique opportunity to gain exposure to global financial products, markets, and clientele, with opportunities for career progression and job scope expansion within a growing global company.Responsibilities:

• Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and online messaging, internally to sales representatives and Client service representatives
• Research and resolve a wide variety of client questions and/or issues on the account opening process
• Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming client queries
• Learn all aspects of the IBA brokerage platform and policy that offer alternatives to satisfy client concerns while complying with policies, practices and procedures
• Work closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements
• Ability to identify, analyze, and escalate complex issues
• Excellent troubleshooting and problem-resolution skills
• Taking personal responsibility for identifying client needs while providing a high-value experience
• Efficient, self-motivated and hard working in a dynamic and fast-paced environment
• Work closely with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated

Qualifications & Experience:

• Bachelor's degree
• 2-3 years in Client Service and/or Financial Service preferred. Fresh graduates with a Finance, Law, Accounting, or Information Systems, etc. who are motivated and demonstrate the right aptitude will also be considered
• Native in Japanese and good written and oral communication skills in English; Cantonese and Mandarin is advantageous
• Minimum of 2 years experience and familiarity, preferably gained in brokerage or corporate banking
• Demonstrates knowledge in handling client concerns and issues with tact and diplomacy
• Strong research, investigatory, and problem-solving skills
• Able to multitask various projects and firm initiatives
• Intermediate experience with MS Outlook, MS Word, and MS Excel
• Ability to work independently and effectively as part of a team while handling multiple tasks and responsibilities simultaneously

Company Benefits & Perks:

• Competitive Salary, annual performance-based bonus and stock grant
• Social Security / Insurance benefits
• Competitive package of Annual Leave
• Daily lunch ordered in house with fully stocked kitchen
• Modern offices with great access to metro
• Great work life balance
• Unique opportunity to gain exposure to global financial products, markets and clientele
• Opportunities for career progression and job scope expansion in a global company with growing local presence
• Hybrid work arrangement role permitting