New Accounts - Application Services Associate

Colonial Group; Hong Kong; Hybrid; HKD 279.000 - 402.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Stock grant

Medical benefits

Annual leave

Hybrid work arrangement

Lunch provided

Zusammenfassung

Interactive Brokers Hong Kong Limited (IBHK) is expanding its Application Service Group within the New Accounts Department in Hong Kong. This role focuses on delivering high-quality client service for retail and institutional clients during onboarding and account opening, emphasizing AML/KYC and regulatory compliance.

The successful candidate will handle inquiries, resolve complex issues, and collaborate with Legal, Compliance, and IT teams to ensure a smooth onboarding experience.

Qualifikationen

• Bachelor's degree required or equivalent with strong academic background.
• 2–3 years in Client Service and/or Financial Services preferred; new grads with relevant background considered.
• Excellent written and verbal English and Cantonese; Mandarin advantageous.

Aufgaben

• Correspond with retail and institutional clients via meetings, phone, email and online messaging.
• Research and resolve questions on the account opening process.
• Maintain AML and KYC knowledge while handling client inquiries.
• Learn the IBHK Brokerage platform and policies to provide compliant solutions.
• Collaborate with Legal, Compliance, and Project Managers to ensure procedures meet regulatory requirements.

Kenntnisse

Analytical thinking

Communication

AML/KYC knowledge

Problem solving

Multitasking

Team collaboration

Ausbildung

Bachelor's degree

Tools

MS Outlook

MS Word

MS Excel

Jobbeschreibung

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