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Interactive Brokers

客户服务专员 (Client Services Representative) at Interactive Brokers

Shanghai, ChinaFull-timeClient ServicesPosted 11 days ago

About the Role

<div class="content-intro"><p></p> <h3>Company Overview</h3> <p>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.</p> <p>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.</p> <p>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.</p> <p></p></div><h3>&nbsp;</h3> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">IBKR(</span><a class="editor-rtfLink" style="color: #4a6ee0; margin-top: 0pt; margin-bottom: 0pt;" href="http://www.interactivebrokers.com%EF%BC%89%E7%9B%88%E9%80%8F%E8%AF%81%E5%88%B8%E6%AD%A3%E5%9C%A8%E6%8B%9B%E5%8B%9F%E7%A7%AF%E6%9E%81%E8%BF%9B%E5%8F%96%E5%8F%8A%E4%BA%8B%E4%B8%9A%E5%BF%83%E5%BC%BA%E7%9A%84%E4%BA%BA%E5%A3%AB%E6%8B%85%E4%BB%BB%E5%AE%A2%E6%9C%8D%E6%94%AF%E6%8C%81%E4%B8%80%E8%81%8C%E3%80%82/" target="_blank"><span style="color: #4a6ee0; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">www.interactivebrokers.com</span></a><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">) 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。&nbsp;</span></p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">职务描述</span></strong></p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">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。</span></p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">职责</span></strong></p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">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。</span></p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Interactive Brokers (&nbsp;</span><a class="editor-rtfLink" style="color: #4a6ee0; margin-top: 0pt; margin-bottom: 0pt;" href="http://www.interactivebrokers.com/" target="_blank"><span style="color: #4a6ee0; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">www.interactivebrokers.com</span></a><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;) is looking to hire highly motivated and career-minded individuals as Client Service Representatives in our Shanghai Office.</span></p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Job Description</span></strong></p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">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.</span></p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Responsibilities</span></strong></p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">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.</span></p> <h2 style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt; font-weight: normal;">&nbsp;</h2> <h2 style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt; font-weight: normal;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Qualifications</span></h2> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">核心技能包括:<br><br></span></strong></p> <ul style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">识别、分析和处理复杂问题的能力</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">优秀的故障排除和问题解决的能力</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">识别客户需求并提供优质服务的能力</span></li> </ul> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">要求:<br><br></span></strong></p> <ul style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">重点大学学历(本科)及以上</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">出色的中英文语言能力(口语及书面语)</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">出色的分析技巧</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">熟悉金融市场</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">欢迎优秀应届毕业生投送简历</span></li> </ul> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The core competencies we seek include:<br><br></span></strong></p> <ul style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The ability to identify, analyze, and escalate complex issues</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Excellent troubleshooting and problem-resolution skills</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Assuming responsibility for identifying client needs while providing a high-value experience</span></li> </ul> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</p> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Requirements:<br><br></span></strong></p> <ul style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">University degree (Bachelor's) and above</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Fluency in both Mandarin and English (oral and written)</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Excellent analytical skills</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A good understanding of financial markets</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Excellent graduates are welcome to apply for this position</span></li> </ul> <p style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br>Company Benefits &amp; Perks<br><br></span></strong></p> <ul style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Competitive Salary, annual performance-based bonus and stock grant</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Excellent health and welfare benefits, including medical, dental, specialist, and inpatient</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Competitive package of Annual Leave</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Great work-life balance</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Unique opportunity to gain exposure to global financial products, markets and clientele</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Opportunities for career progression and job scope expansion in a global company with a growing local presence</span></li> <li style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hybrid work arrangement role permitting</span></li> </ul>