Client Services Representative

Job Description

Interactive Brokers is seeking a Client Services Representative to join their team in Singapore. This role involves liaising with Interactive Brokers’ clients from around the globe, including professional retail clients, advisors, and broker-dealers. The goal is to develop and maintain long-term client relationships through responsive, superior, and high-touch service.Responsibilities include:

• Handling client inquiries via email, ticket, live chat, and phone calls.
• Familiarizing oneself with proprietary platforms, including trading systems and administrative portals, to educate clients.
• Assisting clients in understanding the entire trading cycle, including funding, position transfers, corporate actions, margin calculation, and statement reconciliation.
• Troubleshooting with clients and escalating issues to internal parties such as Legal & Compliance, Risk, IT, Cashiering, and Clearing.

Requirements:

• Undergraduate degree.
• Minimum 2 years of experience at a global financial institution (new graduates with strong core competencies will be considered).
• Strong product knowledge of Equities, Options, Futures, and FX.
• Excellent command of written and spoken English and Chinese (Mandarin is a plus).
• Preferably licensed with CMFAS 1A, 2A, 6 and 6A or be able to obtain by attending licensing paper exams within a short period after joining
• Prior experience in client services, middle/back office operations, compliance, electronic trading, and fund administration is preferred.

Interactive Brokers offers:

• Competitive salary, annual performance-based bonus, and stock grant.
• CPF Contributions
• Excellent medical insurance, including dental, specialist, and in-patient.
• Competitive package of Annual Leave
• Daily lunch is ordered in-house with a fully stocked kitchen
• Modern offices with multi-monitor setups
• Great work-life balance
• Opportunities for career progression and job scope expansion.
• Hybrid work arrangement role permitting