Bilingual Application Services Specialist, Interactive Brokers
Mandarin/English
+ Stock Incentive Plan
3 days a week in office
Online broker
Be an early applicant
Online broker
1001+ employees
Be an early applicant
+ Stock Incentive Plan
3 days a week in office
1001+ employees
Company mission
To create technology to provide liquidity on better terms.
Role
Who you are
- Bachelor's Degree
- Excellent command of written and spoken Mandarin & English is a must
- Excellent communication skills
- Must be well organized, prioritize effectively, think critically, and have a strong ability to multitask
- Proficient user of MS Office applications
- Self-organized team player with exceptional attention to detail
- FINRA licensing preferred
- Self-motivation and the ability to manage tasks with minimal supervision
- Strong analytical and problem-solving skills
- Excellent collaboration and communication skills, both verbal and written
- Outstanding organizational and time-management abilities
What the job involves
- Interactive Brokers is seeking motivated individuals to join our team as Client Services Representatives, supporting the New Accounts team in a client-facing role
- This position plays a key role in delivering an exceptional client experience, acting as a liaison between clients and our New Accounts operational and processing teams
- You will be part of a team contributing to one of the world’s strongest brokerage brands
- Interactive Brokers is a global enterprise that leverages technology in all aspects of its business to drive controlled, prudent growth
- We are looking for candidates who are analytical, methodical, proactive, and motivated to succeed
- This role offers meaningful challenges, rewarding work, and opportunities for professional growth within our organization
- We look forward to reviewing your online application
- Respond to incoming client and sales inquiries regarding issues with the online account application and/or documentation requirements for account opening
- Assist processing teams with client outreach required to obtain the information required for account approval
- Review documentation as related to new account applications
- Collaborate with other cross-functional teams to assist with account approval and maintenance
- Identify areas for improvement within the online application and account opening process to improve the client experience and the production of new accounts
- Cross-reference multiple databases and ensure regulatory aspects of AML and KYC are completed prior to account opening
- Follow various regulatory requirements and internal policies and procedures
- Correspond with clients, sales representatives, and internal Client service teams
Our take
Interactive Brokers is an automated electronic broker, empowers 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
- Retirement plan 401(k) with a competitive company match
- Excellent health and wellness benefits, including medical, dental, and vision benefits and company-paid medical healthcare premium
- Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
- Paid time off and a generous parental leave policy
- Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack
- Corporate events, including team outings, dinners, volunteer activities and company sports teams
- Education reimbursement and learning opportunities
- Modern offices with multi-monitor setups
Company HQ
Greenwich, CT
Leadership
Thomas Peterffy
(Chairman)Former computer programmer and architectural draftsman. They played a role in developing the first electronic trading platform for securities at the American Stock Exchange.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 15 more jobs at Interactive Brokers