Vista previa de la oferta
Account Opening Associate / Client Onboarding Associate
mid · Retail & Commercial Banking
About the Company
Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.
For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.
Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.
The IBJ ASG is accountable for providing high-quality client service to our sophisticated retail clients, HNWIs, financial advisors, hedge fund operators, corporates, and other broker-dealers. We aim to facilitate client onboarding by providing account opening guidance while building and maintaining long-term client relationships as we expand our global service offerings. As part of the ASG, the successful candidate will be the first and most important impression new clients have of Interactive Brokers.
Responsibilities
- Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and online messaging, 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 IBA brokerage platform and policy that offer 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;
- 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.
Qualifications & Experience:
- 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;
- Native in Japanese and good in written and oral communication skills in English; Cantonese and Mandarin is advantageous
- Minimum of 2 years experience and familiarity, preferably gained in brokerage or corporate banking. Demonstrates knowledge 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 simultaneously handling multiple tasks and responsibilities.
Company Benefits & Perks
- Competitive Salary, annual performance-based bonus and stock grant
- Social Security / Insurance Benefits
- Competitive package of Annual Leave
- Daily lunch is ordered in-house with a fully stocked kitchen
- Modern offices with great access to the metro
- 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