- Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and on-line messaging, internally to sales representatives and customer service representatives;
- Research and resolve a wide variety of client question and/or issues on the account opening process;
- Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming customer queries;
- Learn all aspects of the IB Brokerage platform and policy that offers alternatives to satisfy customer concerns while complying with policies, practices and procedures;
- Work closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements;
- Ability to identify, analyze, and escalate complex issues;
- 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; and
- Work closely with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated.
- Bachelor's degree
- Experience: 2-3 years in Client Service and/or Financial Service preferred. Fresh graduates with a Finance, Law, Accounting, or Information Systems, etc. who are motivated and demonstrate the right aptitude will also be considered;
- 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, Demonstrates experience in 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.
- 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.
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Client Onboarding Associate - Hong Kong, 香港 - Interactive Brokers
描述
Responsibilities
Qualifications & Experience:
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