Client Services Representative
2 Hours ago • All levels
Customer Service
Job Description
Interactive Brokers Australia Pty Limited is seeking highly motivated and professional Client Services Representatives in Sydney. The role involves resolving routine and complex client service issues, utilizing sound judgment, and coordinating with various internal and external departments. Candidates should possess strong mathematical and technical aptitude, excellent communication skills, and the ability to troubleshoot complex subjects. Experience in a fast-paced client service environment and the ability to obtain FINRA Series 7 and 63 licenses are essential for this hybrid role.
Good To Have:
- Bachelor’s or advanced degree preferred.
- Experience in a financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse) is preferred.
- In-depth understanding of financial instruments: stocks, securities, options, futures, options on futures, foreign exchange and fixed income preferred.
- Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies is preferred.
- Multi-language skills are a plus.
Must Have:
- Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy.
- Coordinate activities with other local and international Client Service divisions and interact with external departments.
- Contribute to the development of client service systems, policies and procedures.
- Strong verbal and written communication skills to accommodate client inquiries via telephone, email or online chat.
- Experience in a fast-paced client service environment is essential.
- FINRA Series 7, 63 or ability to obtain licenses.
- Strong mathematical and technical aptitude.
- Ability to troubleshoot and explain complex subjects.
- Capacity to identify opportunities for technology-based improvements.
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
Job Description and Responsibilities
Interactive Brokers Australia Pty Limited seeks high-level, motivated, and professional individuals with strong client service experience who are suitable for interacting with an experienced and active client base. The ideal candidate will possess strong mathematical and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.
- Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy.
- Client inquiries typically encompass a broad array of themes, including:
- Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions
- Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions
- Margin calculations: Commission structure, interest and fee.
- Coordinate activities with other local and international Client Service divisions and interact with external departments, such as Programming, Clearing, Cashiering, and Compliance, on matters of common interest. Contribute to the development of client service systems, policies and procedures.
Qualifications
- Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email or online chat.
- Experience in a fast-paced client service environment is essential, but it is not necessarily required to have a background in financial services.
- Bachelor’s or advanced degree preferred, but not essential.
- Experience in a financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse) is preferred but not essential.
- In-depth understanding of the following financial instruments: stocks, securities, options, futures, options on futures, foreign exchange and fixed income preferred but not essential.
- Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies is preferred but not essential.
- Registrations: FINRA Series 7, 63 or ability to obtain licenses
- Multi-language skills are a plus.
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
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