Trade and Client Support specialist

HK-Admiralty
ID
2014-1205
Department
Customer Service/Support

Overview

As a Trade and Client Support specialist, you will act as liaison to Interactive Brokers’ professional clients in the Asia-Pacific region including broker-dealers, hedge funds, investment managers, and proprietary trading groups.  Our aim is to build and maintain long-term customer relationships through superior, high-touch service as we continue to expand our global product offering.

Responsibilities

  •  Respond to client inquiries via ticket, telephone, email, and live chat
  •  Investigate account management and trade-related issues involving execution, order routing, trade busts, position liquidation etc.
  •  Meet with institutional clients to identify their needs and introduce appropriate services and workflow solutions
  •  Understand wide scale service issues at a detailed, technical level and make recommendations for process improvement

Qualifications

Core competencies:

  •  Must have strong product knowledge –  Equities, Options, Futures, FX
  •  Analytical self-starter who takes ownership of projects and sees them through to completion
  •  Excellent command of written and spoken English and Chinese (Mandarin language skills highly preferred)
  •  Candidates with prior experience in the areas of middle/back office operations, compliance, electronic trading, and fund administration will be given priority

 

Requirements:

  • Undergraduate degree in Finance, Economics, or related discipline
  • Minimum 2 years experience at a global financial institution (new graduates who demonstrate a strong grasp of the core competencies will also be considered)
  • HKSI Paper 1 (Type 1, 2, and 3), FINRA Series 7 license or ability to obtain
  • Working knowledge of Microsoft Word, Excel; Bloomberg, UNIX and/or general programming experience a plus

 

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