Customer Services Representative at Interactive Brokers

Interactive Brokers is seeking a Customer Services Representative to join their Client Services group in Kwun Tong, Hong Kong. The candidate will liaise 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.

The Customer Services Representative will:

• Handle client enquiries via different channels including email, ticket, live chat and phone call
• Familiarize with various proprietary platforms including trading systems and administrative portals in order to educate clients to align with self-service model
• Assist clients in understanding the entire trading cycle, including but not limited to 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

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)
• Strong product knowledge – Equities, Options, Futures, FX
• Excellent command of written and spoken English and Chinese (Mandarin is a strong plus)
• Preferably licensed with SFC for RA type 1,2,3 or be able to obtain by attending to licensing paper exams within a short period after joining
• Working knowledge of Microsoft Word, Excel; Bloomberg, UNIX and/or basic programming experience a plus
• Self-starter with highly analytical and critical thinking mindset
• Be able to handle stress, work independently and autonomously under a quick and spontaneous environment

Interactive Brokers offers:

• The opportunity to be part of a dynamic, multi-national team.