Client Services Representative - Sydney, Australia - Interactive Brokers

Interactive Brokers

Verified Company

Sydney, Australia

3 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

About the job

Job Description And Responsibilities

Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.

Client inquiries typically encompass a broad array of themes including:

Operability of IB 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 Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures.

Qualifications

Experience in a fast paced customer service environment is essential, not necessarily with a financial services background.
Bachelor's or advanced degree preferred not essential.
Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse) 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 preferred but not essential.
Registrations: FINRA Series 7, 63 or ability to obtain licenses.
Multilanguage skills a plus.

Company Overview
Interactive Brokers LLC, a subsidiary of Interactive Brokers Group, Inc

(Ticker:

IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account.

Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios.

We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.

Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.

IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.

Job Types:
Full-time, Permanent

Salary:
$45, $78,338.19 per year

Benefits: