Client Services Associate I

This is a hybrid role (4 days in the office/1 day remote).

Our Client Service team includes former traders, industry veterans, early-career professionals, and recent graduates. Everyone shares a passion for financial markets and technology. We are ambitious, collaborative, and enjoy solving complex problems. Whether you bring trading floor knowledge or a fresh perspective from college, you will find a team that is ready to support your growth.

Key Responsibilities:

The representative's key responsibilities are to resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy. Client inquiries typically encompass a broad array of themes, including:

• Problem management for wide-scale service issues, including trade and margin analysis, a broad set of cash market and derivative products, global exchanges, order types, and transmission and execution inquiries
• Assistance with trading platform operation and features
• Analysis and testing of existing systems and procedures, including recommending and assisting with the implementation of enhancements
• Margin calculations: Commission structure, interest and fee.

In addition to providing client support, the position requires collaboration with other local and international Client Service, Programming, Clearing, Cashiering and Compliance teams on common issues. Team members can learn and grow through their IBKR career and are encouraged to contribute to developing Client Service systems, policies and procedures.

Requirements: 

• A bachelor's or advanced degree is required.
• Minimum two years experience at a global financial institution (new graduates who demonstrate a firm grasp of the core competencies will also be considered)
• Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies
• Excellent command of written and spoken English and Mandarin

Core competencies:

• Strong product knowledge – Equities, Options, Futures, Options on Future, FX, and Fixed income
• Self-starter with a highly analytical and critical-thinking mindset
• Be able to handle stress and work independently and autonomously in a quick and spontaneous environment
• Communicate effectively and precisely under changing circumstances
• Self-motivated and able to handle tasks with minimal supervision.
• Superb analytical and problem-solving skills.
• Excellent collaboration and communication (Verbal and written) skills.
• Outstanding organizational and time management skills.

Company Benefits & Perks

Interactive Brokers offers a competitive remuneration package including: 

• Health, dental, disability and life insurance with 100% premiums covered.
• Company RSP contribution matching, Stock incentive plan

**We thank all applicants. However, only those selected for an interview will be contacted.