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About the Role

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

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.
Identify, analyze, and escalate complex issues.
Troubleshoot and resolve problems effectively.
Take personal responsibility for identifying client needs while providing a high-value experience.
Work efficiently and independently in a dynamic and fast-paced environment.
Collaborate with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated.

Requirements

Bachelor's degree
2-3 years in Client Service and/or Financial Service preferred. Fresh graduates with a Finance, Law, Accounting, or Information Systems background who are motivated and demonstrate the right aptitude will also be considered.
Native in Japanese and good in 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.
Ability to work independently and effectively as part of a team while simultaneously handling multiple tasks and responsibilities.

Skills

AML knowledge
KYC knowledge
MS Outlook
MS Word
MS Excel
Research
Investigatory
Problem-solving
Multitasking
Independent work
Teamwork

Location

Greenwich, Connecticut

Work Type

Hybrid work arrangement

Experience Level

2-3 years

Education Level

Bachelor's degree

Salary/Compensations

Competitive Salary

Benefits

Annual performance-based bonus
Stock grant
Social Security / Insurance Benefits
Competitive package of Annual Leave
Daily lunch is ordered in-house with a fully stocked kitchen
Modern offices with great access to the 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 a growing local presence

About the Company

Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries.
Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.
For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios.
We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.
Our culture is driven by problem-solving, efficiency, and continuous improvement.
We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets.
Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.