Trade Support Specialist - Client Services
Hybrid · Hong Kong, Hong Kong
Job Summary
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. 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
- Minimum 2 years’ experience
- HKSI Paper 1 (Type 1, 2, and 3)
- FINRA Series 7 license or ability to obtain
- Strong product knowledge – Equities, Options, Futures, FX
- Excellent command of written and spoken English and Chinese (Mandarin highly preferred)
- Working knowledge of Microsoft Word, Excel, Bloomberg, UNIX; programming experience a plus
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