Client Onboarding Associate

Interactive Brokers · admiralty, hong kong, Hong Kong Island, Hong Kong

Location

admiralty, hong kong

Job Type

Full-time

Posted

June 12, 2026

Job 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...
        

Ready to Apply?

Submit your application for Client Onboarding Associate at Interactive Brokers

Apply Now