Client Services Associate I

Clear Destination Inc.; Singapore; Hybrid; SGD 67,000 - 100,000; Full time

Benefits offered by this job

Annual bonus

Stock grant

Medical insurance

Annual leave

Lunch provided

Work-life balance

Global exposure

Hybrid work arrangement

Job summary

Clear Destination Inc. is seeking a proactive Client Services professional to liaise with Interactive Brokers’ clients worldwide, including professionals, advisors and broker-dealers. You will deliver high-touch service while supporting our expanding global product offerings.

You will handle inquiries across email, ticket, live chat and phone, educate clients on trading platforms, and assist with the full trading cycle from funding to statements. A strong English command is essential.

Qualifications

• Strong product knowledge across Equities, Options, Futures, FX.
• Analytical and critical thinking mindset.
• Ability to work autonomously in a fast-paced environment.

Responsibilities

• Handle clients’ enquiries via email, tickets, live chat, and phone.
• Familiarize with trading systems and portals to educate clients on self-service model.
• Assist clients in understanding the full trading cycle including funding, transfers, actions, and statements reconciliation.
• Troubleshoot with clients and liaise with internal teams globally.

Skills

Product knowledge

Analytical thinking

Stress tolerance

English proficiency

Mandarin (nice to have)

Education

Undergraduate degree

Job description

Job Description and Responsibilities

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, escalates 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. Intermediate / Business Mandarin will be a strong plus

Requirements:

• Undergraduate degree
• Preferably licensed with CMFAS 1B, 2B, CM-EIP and CM-SIP or be able to obtain by attending to licensing paper exams within a short period after joining
• Candidates with prior experience in financial services, 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
• 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 growing local presence
• Hybrid work arrangement role permitting