Account Services Associate - Hong Kong, 香港 - Interactive Brokers

    Interactive Brokers
    Interactive Brokers Hong Kong, 香港

    1周前

    Interactive Brokers background
    描述

    Responsibilities

    :
  • As member of the AMG, you will be responsible for approving broker dealer, financial institutional, corporates and retail client new accounts, daily;
  • Responsible for processing ongoing account maintenance requests, daily;
  • Research and resolve a wide variety of client question and/or issues on the account maintenance process;
  • Review documentation related to the account maintenance request;
  • Cross reference multiple databases both internal and external with a strong emphasis on regulatory aspects of AML and KYC;
  • Correspond with clients, sales representatives and customer service representatives;
  • Multitask with a strong emphasis on AML and KYC knowledge while dealing with customer update request;
  • Collaborate with other cross functional teams to assist with account maintenance request;
  • Follow internal policy and procedures when dealing with various account-related tasks;
  • 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;
  • Learn all aspects of the IB Brokerage platform /policy and offer alternatives and options to satisfy customer post account approval concerns while complying with policies, practices and procedures; and
  • Work closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements.

    • Qualifications & Experience:

  • Bachelor's degree;
  • Experience: 2+ years in Customer Service and/or Financial Service preferred;
  • 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;
  • Experience 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; and
  • 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 escalate complex issues;
  • Attention to detail is a must;
  • Excellent troubleshooting and problem resolution skills;
  • Taking personal responsibility for identifying client needs while providing a high value experience;
  • Efficient, self-motivated and hardworking; and
  • Being to be able to multitask in a pressured environment.

    • Company Benefits & Perks

  • Competitive Salary, annual performance-based bonus and stock grant
  • Excellent health and welfare benefits including medical, 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
  • 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.

    • #LI -AW1