Customer Services Associate - Onboarding & Account Opening

Customer Services Associate - Onboarding & Account Opening position at Interactive Brokers Japan Pte. Ltd. responsible for providing high-quality client service to sophisticated retail clients, HNWIs, financial advisors, and hedge fund operators. The role involves facilitating client onboarding, resolving client queries, and building long-term client relationships.

Requirements

• 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;
• 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;
• Work closely with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated.

Benefits

• Competitive Salary, annual performance-based bonus and stock grant
• Social Security / Insurance benefits
• Competitive package of Annual Leave
• Daily lunch ordered in house with fully stocked kitchen
• Modern offices with great access to metro
• 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