Client Services Associate, Interactive Brokers
Chinese Speaking
Discretionary annual bonus
4+ days a week in office
Online broker
Posted today
Online broker
1001+ employees
Posted today
Discretionary annual bonus
4+ days a week in office
1001+ employees
Company mission
To create technology to provide liquidity on better terms.
Role
Who you are
- Fluent in English and Chinese
- University degree (NFQ level 7) in finance, economics or related field
- 2-3 years’ experience
- Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearing house) preferred but not required
- Strong verbal and written communication skills to accommodate client inquiries directed via telephone, web ticket or online chat
- In depth understanding of the following financial instruments: stocks, bonds, options, futures, options on futures, foreign exchange and funds
- Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies
- Ability to work in a dynamic, medium-size office environment
What the job involves
- Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy
- Client inquiries typically encompass a broad array of themes including:
- Operability of TWS, IBKR Mobile, IBKR WebTrader execution platforms including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions
- Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions
- Margin calculations; Commission structure, interest and fees
- Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues
- Contribute to the development of client service systems, policies and procedures
Our take
Interactive Brokers is an automated electronic broker, empowering users to analyse global stock markets, manage portfolios, and explore diverse investment assets. With a history spanning over 45 years, the company has thrived by adapting to evolving digital trading trends. Its comprehensive suite of services includes analytical tools, asset marketplaces, and seamless third-party integration, enhancing portfolio management capabilities.
Boasting over $11.6 billion in equity capital, Interactive Brokers remains at the forefront of industry innovation. The company has embraced the rising popularity of cryptocurrency, offering customers access to crypto trading through a partnership with Paxos Trust Company. This proactive approach reaffirms Interactive Brokers' position as a forward-thinking player in the ever-changing trading landscape.
Recently, Interactive Brokers expanded its trading hours for U.S. Treasury bonds to 22 hours a day, allowing global clients to trade during their local hours and quickly respond to market news. This extension reflects the company's commitment to flexibility and comprehensive service, meeting the diverse needs of clients in over 200 countries and territories.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
8% employee growth in 12 months
Company
Company benefits
- Competitive Pay with discretionary bonus packages which may include company stock grants
- Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage
- 401k Retirement Savings Plan (generous company match)
- Daily Lunch Allowance
- Wellness Incentives
- Flexible Spending Accounts
- Paid Personal Time and Sick Leave
Company HQ
Greenwich, CT
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