Client Services Associate

Interactive Brokers Group
Shanghai
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Analytical skills","Troubleshooting","Problem-solving","Customer service","Communication"]

Serve as the primary liaison for IBKR retail and professional clients in Shanghai, handling inquiries, concerns, and complaints through telephone, email, and online chat. Triage and resolve client issues efficiently and accurately while following company policies and procedures, escalating complex problems as needed. Help deliver a high-value client experience, build long-term client relationships, and support clients as IBKR expands its products and market access.

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Interactive Brokers Group
Interactive Brokers Group
2 days ago

Client Services Associate

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Last checked: 5 hours agoStatus: Live

Job Summary

Serve as the primary liaison for IBKR retail and professional clients in Shanghai, handling inquiries, concerns, and complaints through telephone, email, and online chat. Triage and resolve client issues efficiently and accurately while following company policies and procedures, escalating complex problems as needed. Help deliver a high-value client experience, build long-term client relationships, and support clients as IBKR expands its products and market access.
Location: Shanghai
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Respond to client inquiries, concerns, and complaints via telephone, email, and online chat.
  • •Provide mutually satisfactory solutions while complying with policies, practices, and procedures.
  • •Manage a wide range of client issues as the main point of contact.
  • •Identify client needs and deliver a high-value client experience.
  • •Escalate complex issues when needed to ensure timely resolution.

Pay and Benefits

Perks:Health InsuranceDentalPaid LeaveAnnual BonusEquity

Key Requirements

  • •Bachelor’s degree (or above).
  • •Fluency in Mandarin and English (oral and written).
  • •Excellent analytical skills.
  • •Excellent troubleshooting and problem-resolution skills, including the ability to identify, analyze, and escalate complex issues.
  • •A good understanding of financial markets; excellent graduates are welcome to apply.
Education:Bachelor's
Skills:Analytical skillsTroubleshootingProblem-solvingCustomer serviceCommunication
Languages:MandarinEnglish

Company Brief

Interactive Brokers Group
Operates an electronic trading platform providing brokerage services for individuals and institutions across global markets, offering equities, options, futures, forex, bonds, and related clearing and custody services with advanced trading technology and low-cost executions.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Greenwich, United States
Founded: 1977
WebsiteLinkedIn