New Accounts - Application Services Associate

Interactive Brokers; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Benefits offered by this job

Stock grant

Hybrid work arrangement

Medical benefits

Annual leave

Lunch provided

Job summary

Interactive Brokers Hong Kong Limited is seeking a diligent Application Support professional to be the first point of contact for new clients, guiding them through account opening and maintaining relationships.

The role requires strong communication in English and Cantonese, with familiarity in brokerage operations and regulatory compliance. You will work with multiple departments to ensure a smooth onboarding experience for retail and institutional clients.

Qualifications

• Bachelor's degree required.
• 2–3 years in Client Service or Financial Service preferred; fresh grads with relevant background considered.
• Excellent English and Cantonese; Mandarin beneficial.
• Experience in brokerage or corporate banking with client issue handling preferred.
• Good research, investigative and problem-solving skills.

Responsibilities

• Respond to inquiries from retail and institutional clients via meetings, phone, email, and messaging.
• Research and resolve questions on the account opening process.
• Prioritize AML and KYC considerations while handling client queries.
• Learn the IBHK Brokerage platform and policies to meet client needs while ensuring compliance.
• Collaborate with Legal, Compliance, Developers, and Project Managers on procedures.

Skills

Issue resolution

Client-focused

AML/KYC knowledge

Multitasking

Team collaboration

Education

Bachelor's degree

Tools

MS Outlook

MS Word

MS Excel

Job description

About The Company

Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.

For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers. Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.

Interactive Brokers Hong Kong Limited ("IBHK") is expanding its Application Service Group (ASG) within the New Accounts Department at our Hong Kong location. We are searching for candidates with prior experience in the financial services industry who possess extraordinary attention to detail and strong communication skills. The client service department liaises with Interactive Brokers' retail and Institutional clients.

Job Description & Requirements

The IBHK Application Support Group is accountable for providing high quality client service to our sophisticated retail customers, financial advisors, hedge fund operators and other broker-dealers. We aim is to facilitate the client onboarding process by providing account opening guidance while building and maintaining long-term customer relationships as we expand our global service offerings. As part of the Application Support Group, the successful candidate will be the first and most important impression new customers have of Interactive Brokers.

Key Responsibilities

• Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and online messaging, and internally to sales representatives and client service representatives
• Research and resolve a wide variety of client questions and/or issues on the account opening process
• Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming client queries
• Learn all aspects of the IBHK Brokerage platform and policy that offers alternatives to satisfy client concerns while complying with policies, practices and procedures
• Work closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements

Qualification & Skills

• Ability to identify, analyze, and elevate complex issues
• Excellent troubleshooting and problem resolution skills
• Taking personal responsibility for identifying client needs while providing a high-value experience
• Efficient, self-motivated and hard working in a dynamic and fast-paced environment
• Work closely with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated

Qualifications & Experience

• Bachelor's degree
• Experience: 2-3 years in Client Service and/or Financial Service preferred. Fresh graduates with a relevant academic background who are motivated and demonstrate the right aptitude will also be considered
• Excellent written and oral communication skills in English and Cantonese; Mandarin is advantageous
• Minimum of 2 years' experience and familiarity, preferably gained in brokerage or corporate banking environment, with demonstrable experience in handling client concerns and issues with tact and diplomacy
• Strong research, investigatory, and problem-solving skills
• Able to multitask various projects and firm initiatives
• Intermediate experience with MS Outlook, MS Word, and MS Excel
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

Core Competencies

• Ability to identify, analyze, and elevate complex issues
• Excellent troubleshooting and problem resolution skills
• Taking personal responsibility for identifying client needs while providing a high-value experience
• Efficient, self-motivated and hard working
• Being able to multitask in a pressured environment

Company Benefits

• Competitive Salary, annual performance-based bonus and stock grant
• Excellent health and welfare benefits including medical, dental, specialist and inpatient
• Competitive package of Annual Leave
• Daily lunch ordered in-house with a fully stocked kitchen
• Great work-life balance
• 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 a growing local presence
• Hybrid work arrangement role permitting