Interactive Brokers is seeking a Client Services Representative to join their team in Singapore. The role involves liaising with 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.
- Familiarizing with various proprietary platforms including trading systems and administrative portals in order to educate clients.
- Assisting clients in understanding the entire trading cycle, including funding, transfers, corporate actions, margin calculation, and statements.
- Troubleshooting client issues and escalating them to relevant internal parties.
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).
- Strong product knowledge – Equities, Options, Futures, FX.
- Excellent command of written and spoken English and Chinese (Mandarin is a strong plus).
- 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.
Interactive Brokers offers:
- Competitive Salary, annual performance-based bonus and stock grant
- Excellent medical insurance, including dental, specialist and in-patient
- A competitive package of Annual Leave
- Daily lunch ordered in house with fully stocked kitchen
- Opportunities for career progression and job scope expansion
- Hybrid work arrangement role permitting
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Interactive Brokers
Interactive Brokers Group is a global financial services firm providing electronic brokerage services worldwide. Operating for over four decades, it offers trading access to stocks, options, futures, currencies, bonds, and funds on a global scale. The company serves individual and institutional investors, including financial advisors and hedge funds, with its advanced trading platform and technology. Interactive Brokers emphasizes innovation and aims to provide clients with sophisticated tools at competitive prices.