Associate

closed
Interactive Brokers Logo

Interactive Brokers

πŸ“Australia

Summary

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. We are searching for candidates with prior experience in the financial services industry, extraordinary attention to detail, and strong communication skills.

Requirements

  • 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; 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 handling multiple tasks and responsibilities simultaneously

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
  • Able to multitask various projects and firm initiatives
  • Ability to work independently and effectively as part of a team while handling multiple tasks and responsibilities simultaneously

Benefits

  • 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
  • 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 a growing local presence
  • Hybrid work arrangement role permitting
This job is filled or no longer available