Account Opening & KYC Specialist in Kwun Tong

Full-time @Interactive Brokers in Financial Services
  • Kwun Tong, Hong Kong SAR View on Map
  • Apply Before : April 24, 2023

Job Description

Opportunity to Join Interactive Brokers, Currently looking Account Opening & KYC Specialist in Kwun Tong, Hong Kong SAR, refer below details to submit job application, You may also check Interactive Brokers jobs hiring nearby Kwun Tong.

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. Interactive Brokers Group and its predecessor companies have been building trading technology for over 42 years. Interactive Brokers Group’s consolidated equity capital exceeds $8.2 billion. Apply Interactive Brokers Jobs in Kwun Tong .


Job Title: Account Opening & KYC Specialist

Work Location: Kwun Tong, Hong Kong SAR

Ref id:  6457633002

Job Details : 

Job Description & Requirements:
Interactive Brokers Hong Kong Limited (“IBHK”) is expanding its customer service 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 customer service department is a liaison to Interactive Brokers’ retail and professional clients.
The IBHK Application Support Group is accountable for providing high quality client service to our sophisticated retail customers, financial advisors, hedge fund operators and other broker-dealers. We aim is 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 Application Support Group, the successful candidate will be the first and most important impression new customers 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 chat; internally to sales representatives and customer service representatives
Research and resolve a wide variety of client question/issues on the account opening process
Multi task with a strong emphasis on AML and KYC knowledge while dealing with incoming customer queries
Learn all aspects of the IB Brokerage platform /policy and offer alternatives and options 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.


Bachelor’s degree
Experience:  2-3 years in Customer Service and/or Financial Service preferred. Fresh graduates who are motivated will also be considered
Preferably licensed with SFC for RA type 1,2,3 or be able to obtain by attending to licensing paper exams within a short period after joining
Excellent written and oral communication skills in English/Mandarin
Basic understanding of brokerage regulations and rules that govern client accounts
Demonstrates experience in handling client concerns and issues with tact and diplomacy
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

Core Competencies:

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


Company Overview
Interactive Brokers LLC, a subsidiary of Interactive Brokers Group, Inc. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.
Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.
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