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Interactive Brokers

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Trade Support Specialist - Client Services

Hong KongHybridFull-time

AI Summary

A client-facing Trade and Client Services Specialist supporting Asia-Pacific institutional clients with inquiries, trade-related issues, and workflow solutions. Partners with sales and operations to optimize client experiences.

About this role

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Job Description & Responsibilities:

A Trade and Clients Support Specialist acts as a liaison to Interactive Brokers’ professional clients in the Asia-Pacific region, including broker-dealers, hedge funds, investment managers, and proprietary trading groups. We aim to build and maintain long-term client relationships through superior, high-touch service as we continue to expand our global product offering.

  • Respond to clients’ inquiries via ticket, telephone, email, and live chat
  • Investigate account management and trade-related issues involving execution, order routing, trade busts, position liquidation, etc.
  • Meet with institutional clients to identify their needs and introduce appropriate services and workflow solutions
  • Understand wide-scale service issues at a detailed, technical level and make recommendations for process improvement

Required Qualifications and Skills:

Core competencies:

  • Must have strong product knowledge – Equities, Options, Futures, FX, etc.
  • Analytical self-starter who takes ownership of projects and sees them through to completion
  • Excellent command of written and spoken English and Chinese (Mandarin language skills highly preferred)
  • Candidates with prior experience in the areas of middle/back office operations, compliance, electronic trading, and fund administration will be given priority

Requirements:

  • Minimum 2 years’ experience
  • HKSI Paper 1 (Type 1, 2, and 3), FINRA Series 7 license or ability to obtain
  • Working knowledge of Microsoft Word, Excel, Bloomberg, UNIX and/or general programming experience is a plus

Company Benefits & Perks

  • Competitive Salary, annual performance-based bonus and stock grant
  • Excellent health and welfare benefits including medical, dental, specialist and in-patient
  • Competitive package of Annual Leave
  • Daily lunch ordered in house with 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 growing local presence
  • Hybrid work arrangement role permitting.

Skills

Back/middle Office OperationsBilling And SettlementBloombergClient Relationship ManagementElectronic TradingEquitiesExcelFinancial MarketsFinancial RegulationsFINRA Series 7ForexFuturesHKSIMicrosoft WordOptionsOrder RoutingTrade SupportTypingUnix

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