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Client Onboarding Associate

Interactive BrokersAdmiralty, Hong Kong

30 天前

职位描述

Responsibilities

Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and on-line messaging, internally to sales representatives and customer service representatives;
Research and resolve a wide variety of client question and / or issues on the account opening process;
Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming customer queries;
Learn all aspects of the IB Brokerage platform and policy that offers alternatives to satisfy customer 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;

Excellent written and oral communication skills in English and Cantonese; Mandarin is advantageous;

Minimum of 2 years’ experience and familiarity, preferably gained in brokerage or corporate banking environment, Demonstrates experience 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 handling multiple tasks and responsibilities simultaneously.

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

Modern offices with multi-monitor setups

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.

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Associate • Admiralty, Hong Kong