Client Solutions Specialist

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

Job summary

A global financial services provider in Singapore seeks a Client Services Specialist to manage client inquiries and build relationships. The ideal candidate has product knowledge in equities and derivatives, exceptional communication skills in English and Mandarin, and at least 2 years' experience in a financial institution. This role offers competitive pay, bonuses, and a hybrid work arrangement.

Benefits

Competitive Salary

Annual performance-based bonus

Excellent medical insurance

Competitive package of Annual Leave

Daily lunch ordered

Modern offices

Corporate discount on fitness centers

Great work-life balance

Opportunities for career progression

Hybrid work arrangement

Qualifications

• Minimum 2 years’ experience at a global financial institution; strong graduates considered.
• Preferably licensed with CMFAS, or ability to obtain licenses quickly.
• Candidates with client services/middle office operations experience preferred.

Responsibilities

• Handle clients’ enquiries via email, ticket, live chat, and phone.
• Educate clients on proprietary platforms and self-service model.
• Assist in understanding trading cycle, funding, transfers, margin calculations.
• Troubleshoot issues, follow up, and liaise with internal teams.

Skills

Product knowledge – Equities, Options, Futures, FX

Analytical thinking

Stress management

Independent work

Excellent command of written and spoken English

Chinese (Mandarin)

Education

Undergraduate degree

Tools

Microsoft Word

Microsoft Excel

Bloomberg

UNIX

Basic programming experience

Job description

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, 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 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 and Chinese (Mandarin is a strong plus)

Requirements :

• Undergraduate degree
• 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 to licensing paper exams within a short period after joining
• Working knowledge of Microsoft Word, Excel; Bloomberg, UNIX and / or basic programming experience a plus
• Candidates with prior experience in the areas of 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
• Modern offices with multi‑monitor setups
• Corporate discount on selected fitness centers
• 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