客户服务专员 (Client Services Representative)

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

) 盈透证券正在招募积极进取及事业心强的人士担任客服支持一职。 

职务描述

IB的客服专员是个人客户和专业客户的联络人,负责为客户提供优质及专业的服务。盈透客户的主要包括个人客户、金融顾问,对冲基金管理人和其他经纪自营商。盈透正通过扩展产品和服务范围为客户提供所需的市场准入,从而维系客户关系,进而实现与客户建立并维持长久合作关系的目标。

职责

客服专员主要负责管理并处理客户相关事宜:针对客户的疑问,顾虑和投诉提供电话、邮件或在线解答。客服人员需根据公司政策,惯例和程序高效准确地处理各类客户问题,以确保客户满意度。

Interactive Brokers (  ) is looking to hire highly motivated and career-minded individuals as Client Service Representatives in our Shanghai Office.

Job Description

As a liaison to Interactive Brokers' retail and professional clients, the IBKR Client Service Representative is accountable for providing client service to IBKR's clients. Our client base includes retail investors, financial advisors, hedge fund operators and other broker-dealers. We aim to build and maintain long-term client relationships, provide access to desired markets, and increase client retention as we expand our product and service offerings.

Responsibilities

Mainly management and focus on a wide scale of client issues, which includes: Responding to inquiries, concerns and complaints via telephone, e-mail, and online chat to achieve a mutually satisfactory solution while complying with policies, practices and procedures.

核心技能包括:

• 识别、分析和处理复杂问题的能力
• 优秀的故障排除和问题解决的能力
• 识别客户需求并提供优质服务的能力

要求:

• 重点大学学历(本科)及以上
• 出色的中英文语言能力(口语及书面语)
• 出色的分析技巧
• 熟悉金融市场
• 欢迎优秀应届毕业生投送简历

The core competencies we seek include:

• The ability to identify, analyze, and escalate complex issues
• Excellent troubleshooting and problem-resolution skills
• Assuming responsibility for identifying client needs while providing a high-value experience

Requirements:

• University degree (Bachelor's) and above
• Fluency in both Mandarin and English (oral and written)
• Excellent analytical skills
• A good understanding of financial markets

Company Benefits & Perks

• Competitive Salary, annual performance-based bonus and stock grant
• Excellent health and welfare benefits, including medical, dental, specialist, and inpatient
• Competitive package of Annual Leave
• Modern offices with multi-monitor setups
• 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
• Hybrid work arrangement role permitting