Client Solutions Specialist

at  interactive brokers

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
• 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

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.