Full-time

Customer Services Associate - Onboarding & Account Opening

Posted by Interactive Brokers • May 29, 2026

📍 admiralty, hong kong, Hong Kong Island, Hong Kong

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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...
            

Job Details

Location admiralty, hong kong, Hong Kong Island
Job Type Full-time
Category Supervisors of Office and Administrative Support Workers
Posted May 29, 2026
Deadline July 08, 2026

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