Client Solutions Specialist - Iselin, United States - Interactive Brokers

Interactive Brokers Iselin, United States

2 weeks ago

Description

As part of our Client Services group, you will liaise with Interactive Brokers' clients from around the globe, including but not limited to professional retail clients, advisors and broker-dealers.

Our goal is to develop and maintain long-term client relationships through responsive, superior and high-touch service while we continue to advance on technology and expand our global product offerings.

Handle clients' 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 our self-service and highly automated business 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 such as Legal & Compliance, Risk, IT, Cashiering, Clearing and other service groups around the world.

Qualifications

Core competencies:
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)

Requirements:
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
Working knowledge of Microsoft Word, Excel; Bloomberg, UNIX and/or basic programming experience a plus
Candidates with prior experience in the areas of client services, middle/back office operations, compliance, electronic trading, and fund administration will be given priority
Company Benefits & Perks
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
Corporate discount on selected fitness centers
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
Company Overview

Interactive Brokers Group, Inc

(Nasdaq:

IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries.

We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories.

We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years.

Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Are you a resident of the United Kingdom (UK), People's Republic of China or European Union (EU) ?
Interactive Brokers ("IBKR") is committed to protecting the privacy of its users. 1. Aggregate Information about Visitors.

We collect information on a general and aggregate basis, such as IP addresses, in order to analyse the performance of our sites.

This data is used completely anonymously in order to determine the number of people who visit our sites and the most frequently used sections of our sites.

This enables us to continually update and refine our sites to ensure it provides you with a successful experience. 2. Information about Users. When registering you are requested to enter certain information about yourself. This information forms the basis for any job application. 3. Your Online CV and Job Application.

The details of your job application, covering letter, CV and academic results and any other information will not be viewed by anyone except IBKR and any third party service providers used by IBKR for its hiring processes.

4. Information Management. You can edit any information entered at any time before your job application is submitted. This includes contact details, email address, job application information and password. However, once a job application has been sent, that specific job application cannot be altered. You have certain rights to see and correct data held about you. Please refer to the IBKR Group Privacy Policy on our website. 5. Security. The security of our system is very important to us and we work hard on it. However, please note that no data transmission over the Internet is 100% secure.
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I understand that any information provided by me that is found to be false, incomplete or misrepresented in any aspect, will be sufficient cause to (i) eliminate me from further consideration for employment, or (ii) may result in my immediate discharge from the employer's service, whenever it is discovered.

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