Client Services Associate I

Interactive Brokers; Sydney; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Bonus and stock

Health benefits

Annual leave

Work-life balance

Global exposure

Career progression

Hybrid work

Job summary

Interactive Brokers Australia Pty Limited seeks high-level, motivated client service professionals with strong mathematical and technical aptitude to support an active client base. Ideal candidates will troubleshoot and explain complex topics and identify opportunities for technology-driven improvements.

Experience in financial services and knowledge of stocks, options, futures, FX and fixed income are valued. FINRA licenses or ability to obtain are a plus; multi-language skills are welcome.

Qualifications

• Strong verbal and written communication skills for client inquiries via telephone, email or chat.
• Experience in a fast-paced client service environment is preferred.
• Financial services background is advantageous but not required.

Responsibilities

• Resolve routine and complex client service issues with courtesy and sound judgment.
• Handle inquiries about IBKR platforms, account actions, margin, and trading instruments.
• Coordinate with local and international teams to improve client service processes.

Skills

Verbal and written communication

Client service experience

Financial services experience

Financial instruments knowledge

Exchange operations knowledge

Regulatory licenses (FINRA 7/63)

Multilingual

Education

Bachelor's degree

Advanced degree preferred

Job description

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.

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.
• 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 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