Interactive Brokers Group is looking for a self-driven and experienced Client Services Associate in the upcoming Manila office. The Associate will focus on creating and driving strategies that impact client satisfaction, process improvements, talent, and culture initiatives. You will speak with clients through inbound calls, emails and chats and provide outstanding service by quickly resolving queries regarding account transactions, functional questions, margin-related queries, and other issues.
Responsibilities
- Partner with a Client Service Associate or Client Service Senior Associate to understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem.
- Desire to exceed client expectations and work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner
- Respond to retail and professional clients' inquiries via inbound calls, email and online chat
- Obtain a thorough knowledge of products offered by IBKR on various global exchanges
- Assist clients with opening and funding accounts.
- Show clients how to use different features of the Trader Workstation.
- Explain margin requirements to clients.
- Investigate trade issues and order executions.
- Knowledge of securities regulations impact on clients.
Qualifications
- Minimum two years' experience in the trading/brokerage services industry.
- Excellent communication skills (English) both written and verbal.
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge
- Highly organized with ability to manage competing priorities
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
Preferred qualifications, capabilities, and skills
- College degree holder, preferably majoring in accounting, business, finance or equivalent work experience in financial institution or industries
- Proficient skills in Microsoft Suites (Word, Excel, PowerPoint)
Benefits
-
- Training and Personal Development Programs
- Competitive Salary and Performance Bonus
- Night differentials, Paid Vacation/Sick Leaves
- HMO Benefits and Life Insurance
- Attractive Employee Referral Policy
Company Overview
Interactive Brokers LLC, a subsidiary of Interactive Brokers Group, Inc. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.
Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.
Click the link to view a short video with a few words from current Interactive Brokers employees: https://www.interactivebrokers.com/en/index.php?f=31899
