Client Services Representative

Interactive Brokers Group, Inc.; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A leading global financial services company is seeking Client Services professionals to maintain strong client relationships and provide high-quality support across various channels. This position involves educating clients about trading and financial products and resolving issues while collaborating with internal departments, offering a unique opportunity to develop in a high-tech, dynamic environment.

Benefits

Competitive Salary and performance-based bonus

CPF Contributions

Excellent medical insurance

Annual Leave

Daily lunch with fully stocked kitchen

Modern office with multi-monitor setups

Career progression opportunities

Qualifications

• Minimum 2 years experience at a global financial institution.
• Strong grasp of core competencies.
• Licensed with CMFAS 1A, 2A, 6 and 6A is preferred.

Responsibilities

• Liaise with clients globally via email, chat, and phone.
• Educate clients on trading cycles and funding processes.
• Troubleshoot issues and coordinate with internal teams.

Skills

Strong product knowledge – Equities, Options, Futures, FX

Analytical mindset

Stress management

Excellent command of English and Chinese

Education

Relevant financial qualifications

Job description

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

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 in 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, 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, the funding process, position transfers, corporate actions, margin calculation and statement 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.

Qualifications

Core competencies:

• Strong product knowledge – Equities, Options, Futures, FX
• Self-starter with a highly analytical and critical-thinking mindset
• Be able to handle stress and work independently and autonomously in a quick and spontaneous environment
• Excellent command of written and spoken English and Chinese (Mandarin is a strong plus)

Requirements:

• 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 licensing paper exams within a short period after joining
• Candidates with prior experience in 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 is ordered in-house with a fully stocked kitchen
• Modern offices with multi-monitor setups
• 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

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