New Accounts - Application Services Associate

Bachelor's degree

Minimum of 2 years' experience and familiarity, preferably gained in brokerage or corporate banking environment, with demonstrable 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

Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

Experience: 2-3 years in Client Service and/or Financial Service preferred. Fresh graduates with a relevant academic background 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

Competitive Salary, annual performance-based bonus and stock grant

Excellent health and welfare benefits including medical, dental, specialist and inpatient

Competitive package of Annual Leave

Daily lunch ordered in-house with a fully stocked kitchen

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 a growing local presence

Hybrid work arrangement role permitting

Interactive Brokers Hong Kong Limited ("IBHK") is expanding its Application Service Group (ASG) within the New Accounts Department at our Hong Kong location. We are searching for candidates with prior experience in the financial services industry who possess extraordinary attention to detail and strong communication skills. The client service department liaises with Interactive Brokers' retail and Institutional clients.

The IBHK Application Support Group is accountable for providing high quality client service to our sophisticated retail customers, financial advisors, hedge fund operators and other broker-dealers. We aim is to facilitate the client onboarding process by providing account opening guidance while building and maintaining long-term customer relationships as we expand our global service offerings. As part of the Application Support Group, the successful candidate will be the first and most important impression new customers have of Interactive Brokers.

Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and online messaging, and internally to sales representatives and client service representatives

Research and resolve a wide variety of client questions and/or issues on the account opening process

Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming client queries

Learn all aspects of the IBHK Brokerage platform and policy that offers alternatives to satisfy client 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

Work closely with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated

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

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

Being able to multitask in a pressured environment