Client Solutions Specialist

Job Description

Interactive Brokers is seeking a Client Solutions Specialist to join their Client Services group in Singapore. The successful candidate will be responsible for liaising with Interactive Brokers’ clients from around the globe, including professional retail clients, advisors, and broker-dealers. He will develop and maintain long-term client relationships through responsive, superior, and high-touch service.

The Client Solutions Specialist will play a crucial role in educating clients on the company's proprietary platforms and assisting them in understanding the entire trading cycle.

Responsibilities include:

• Handling clients’ enquiries via different channels including email, ticket, live chat and phone call
• Familiarizing with various proprietary platforms including trading systems and administrative portals in order to educate clients to align with our self-service and highly automated business model
• Assisting clients in understanding the entire trading cycle, including but not limited to funding process, position transfers, corporate actions, margin calculation and statements reconciliation
• Troubleshooting 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.

Requirements:

• Undergraduate degree
• Minimum 2 years’ experience at a global financial institution (new graduates who demonstrate a strong grasp of the core competencies will also be considered)
• Preferably licensed with CMFAS 1A , 2A , 6 and 6A or be able to obtain by attending to licensing paper exams within a short period after joining
• Candidates with prior experience in the areas of client services, middle/back office operations, compliance, electronic trading, and fund administration will be given priority
• Strong product knowledge – Equities, Options, Futures, FX
• Self-starter with highly analytical and critical thinking mindset
• Be able 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)

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 ordered in house with fully stocked kitchen
• Modern offices with multi-monitor setups
• 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