Posted on 2021-10-08

Client Onboarding Associate

Interactive Brokers

Interactive Brokers Hong Kong Limited ("IBHK") is expanding its Application Service Group (ASG) within the New Accounts Department at our Hong Kong location. We are searching for candidates with prior experience in the financial services industry, with extraordinary attention to detail, and strong communication skills. The client service department is a liaison to Interactive Brokers' retail and Institutional clients.

The IBHK ASG is accountable for providing high quality client service to our sophisticated retail clients, HNWI, financial advisors, hedge fund operators, corporates, and other broker-dealers. We aim to facilitate the client onboarding process by providing account opening guidance while building and maintaining long-term customer relationships as we expand our global service offerings. As part of the ASG, the successful candidate will be the first and most important impression new clients have of Interactive Brokers.


  • 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.

Interested parties please click Apply Now to apply job.


All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job Function
Employment Term
  • Permanent
  • Full-time
  • 2 years - 3 years
Career Level
  • Non-management level
  • Degree