Vista previa generada por IA
Client Services Associate I – support global brokerage clients with trading platforms, deposits, margin, and operations in Sydney.
Join Interactive Brokers to enhance client experience using tech, earn competitive salary, benefits and career growth.
Company Overview
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.
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.
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.
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.
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 in-patient
Competitive package of Annual Leave
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 growing local presence
Hybrid work arrangement role permitting