Client Services Associate I

Interactive Brokers; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Stock grant

Annual leave

In-house lunch

Medical insurance

Hybrid work arrangement

Performance bonus

Job summary

Interactive Brokers seeks a Client Services professional to liaise with clients worldwide, delivering high-touch service while supporting a technologically sophisticated platform. You will educate clients on trading cycles, funding, transfers and corporate actions, ensuring accurate statements and smooth operations.

The role emphasizes strong English communication, problem-solving, and the ability to work autonomously in a fast-paced, global environment. Mandarin proficiency is a plus.

Qualifications

• Undergraduate degree required.
• CMFAS 1B/2B licensing or ability to obtain soon after joining.
• CM-EIP and CM-SIP licensing or ability to obtain.
• Experience in financial services and client services preferred.
• Excellent command of English; Mandarin a strong plus.

Responsibilities

• Handle client inquiries via email, ticket, live chat and phone.
• Familiarize with proprietary platforms and educate clients for self-service.
• Explain trading cycles including funding, transfers, actions, margin, and statements reconciliation.
• Troubleshoot with clients and coordinate with Legal, Compliance, Risk, IT and other global teams.

Skills

Equities

Options

Futures

FX

Mandarin (benefit)

Education

Undergraduate degree

CMFAS 1B/2B licensing (or willing to obtain)

CM-EIP and CM-SIP licensing (or willing)

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.

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.

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, elevate 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