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Customer Services Associate - Onboarding & Account Opening

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Interactive Brokers
📍 admiralty, hong kong, Hong Kong
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Location admiralty, hong kong
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Posted June 15, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Responsibilities

  • 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 id...

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    📍 Location Details

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    City
    admiralty, hong kong
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    Country
    Hong Kong
    🚗
    Commute
    Local Area

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