Company Overview
A leading global financial services firm headquartered in the United States, with a presence in over 15 countries, has been driving innovation in the financial industry for more than 40 years. Renowned for its advanced technology and dedication to client success, the firm offers comprehensive electronic trading solutions across a wide range of asset classes including equities, options, futures, foreign exchange, bonds, and mutual funds.
Serving clients in over 200 countries and territories, the firm supports both individual investors and institutional clients such as financial advisors, hedge funds, and introducing brokers. Its commitment to competitive pricing, global market access, and cutting-edge platforms empowers clients to optimize their investment strategies.
Recognized consistently by industry experts for excellence in online brokerage services, the firm offers a dynamic and multicultural work environment where technology and finance intersect to create meaningful opportunities.
Job Description & Responsibilities This role is part of the Client Services team, responsible for engaging with a diverse global client base, including retail investors, advisors, and broker-dealers. The team focuses on building long-term relationships through responsive and high-quality service, while supporting the firm's technology-driven and self-service business model.
Key responsibilities include:
- Responding to client inquiries through various channels such as email, support tickets, live chat, and phone
- Gaining proficiency in proprietary trading platforms and administrative tools to guide clients effectively
- Assisting clients in understanding the full trading lifecycle, including funding, position transfers, corporate actions, margin calculations, and account reconciliation
- Troubleshooting issues and coordinating with internal departments such as Compliance, Risk, IT, Cashiering, and Clearing to ensure timely resolution
Qualifications & Skills Core Competencies:
- Solid understanding of financial products including equities, options, futures, and FX
- Strong analytical and critical thinking skills with a proactive mindset
- Ability to work independently in a fast-paced and high-pressure environment
- Excellent written and verbal communication skills in English and Chinese (Mandarin is a strong advantage)
Requirements:
- Bachelor's degree
- 2-3 years of experience in customer service or financial services preferred (exceptional fresh graduates will also be considered)
- Preferably licensed under Hong Kong SFC for RA Type 1, 2, or 3, or willing to obtain the license shortly after joining
- Proficiency in Microsoft Word and Excel; familiarity with Bloomberg, UNIX, or basic programming is a plus
- Candidates with experience in client services, middle/back office operations, compliance, electronic trading, or fund administration will be prioritized
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
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