
Global Client Representative
2 weeks ago
We are seeking a highly skilled Global Client Associate to join our team. As a key member of the organization, you will be responsible for resolving routine and complex client service issues in a thorough and expeditious manner.
The ideal candidate will possess strong verbal and written communication skills, with the ability to adapt to client inquiries directed via telephone, web ticket or online chat.
Client Service Issues:
In this role, you will be responsible for addressing a broad array of client themes, including:
- Operability of trading platforms, including TWS, IBKR Mobile, and IBKR WebTrader execution platforms
- 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:
You will also be responsible for margin calculations, which include mission structure, interest and fees.
Collaboration:
As a Global Client Associate, you will coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance.
Development of Client Service Systems:
You will contribute to the development of client service systems, policies and procedures.
Qualifications & Experience:
To succeed in this role, you will need to have:
- A university degree (NFQ level 7) in finance, economics or related field
- 2-3 years' experience
- Experience in financial services position (brokerage, banking, trading, exchange or clearing house) preferred but not required
- Fluent in English and Chinese
- 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
Benefits:
We offer a dynamic, medium-size office environment where motivated individuals can grow and develop their careers. If you are analytical, methodical and have strong initiative, we can offer you a position that will both challenge and reward you.
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