Client Services Associate (Chinese Speaking)

Global Client Associate - Chinese Speakers

Key Responsibilities:

• 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

Qualifications & Experience:

• 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

If you are motivated, have strong initiative, are analytical and methodical; we can offer you a position that will both challenge and reward you. You will be part of an exciting team that is helping to shape one of the worlds strongest brokerage brands. We are looking forward to receiving your online application.