Equities Customer Representative - Sydney

Australian Investment Exchange; Sydney; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible work practices

Paid parental leave

Discounted staff trading rates

Wellbeing programs

Job summary

AUSIEX in Sydney CBD is seeking an Equities Customer Representative to deliver outstanding service and support to clients navigating share trading, markets, and account changes.

You will work with teammates to resolve inquiries, educate on trading mechanics, and assist with trade placement, amendments, and submissions, while staying aware of industry trends.

Qualifications

• Experience in a contact centre or financial markets/services industry.
• Excellent communication skills, both verbal and written.
• Ability to convey complex information clearly and concisely.
• Collaborative mindset with proactive risk awareness.
• Adaptability and resilience in a fast-paced environment.

Responsibilities

• Provide outstanding customer service to our customers and exceed expectations.
• Assist with enquiries on website navigation, processes, market conditions, and announcements.
• Assist in placing, amending, and cancelling trades on ASX/Cboe.
• Educate customers on share trading mechanics and processes.
• Help customers submit applications.
• End-to-end tracking of client requests and follow-up with Operations.
• Collaborate with colleagues to deliver expert solutions.
• Stay updated on industry trends to support clients.
• Identify and elevate risks and issues promptly.

Skills

customer service

communication skills

collaborative mindset

risk mindset

adaptability

tertiary qualifications

contact centre experience

Education

Business-related degree

Job description

Equities Customer Representative - Sydney

Australian Investment Exchange – Sydney CBD NSW

We are AUSIEX
With over 25 years of experience in the local market and the backing of a multinational trading technology powerhouse, we’re AUSIEX. We specialise in equities execution, clearing & settlement services, and equities administration for financial intermediaries. Since 1994, we’ve used our deep, local expertise to deliver solutions that seamlessly connect our clients to markets. We are powered by Nomura Research Institute (NRI), a global leader in technology and operations services. We’re infusing NRI’s proven technology capability and tradition of innovation, with our trusted trading solutions and local market expertise.

Why people love working at AUSIEX

• At AUSIEX, we believe in creating a work environment that our employees love to be a part of. Here are some reasons why people love working with us:
  • Career Development and Growth Opportunities: We prioritise your professional growth and offer various opportunities for career development. We provide company-paid accreditations such as RG146, ADA 1, and ADA 2, giving you the chance to enhance your skills and knowledge in Domestic Equities, International Markets and Exchange Traded Options. Additionally, there's an exciting opportunity to obtain a Designated Trading Representative (DTR) license.
  • Flexible Work Practices: We understand the importance of work-life balance, which is why we offer flexible work practices, including the option to work from home one day a week
  • Paid Parental Leave: We value the importance of family and support our employees during significant life events. We offer 12 weeks of primary paid parental leave and 4 weeks of paid secondary parental leave, ensuring you have the time and support you need to bond with your new addition to the family.
  • Financial Wellbeing Offerings: We care about your financial wellbeing and provide various discretionary benefits. These include discounted staff trading rates, salary continuance insurance, and novated leasing options. We want to help you achieve financial security and peace of mind.
  • Wellbeing Offerings: Your wellbeing is important to us, and we offer a wide range of wellbeing programs through our Employee Assistance Program. Whether it's physical, mental, or emotional support you need, we're here to provide resources and assistance to help you thrive.

Are you ready to embark on an exciting journey with us?

This is your chance to shape and redefine the customer service experience in our rapidly growing organisation. As a Customer Service Representative, you’ll play a vital role in our customer service team, working closely with colleagues and stakeholders to deliver exceptional service. We believe in the power of collaboration and value your expertise in providing top-notch support to our customers.

What sets us apart is our commitment to your personal and professional growth. With planned expansion in the coming years, you’ll have ample opportunities to face new challenges and develop your skills within our dynamic and thriving organisation.

What your day will look like

• Provide outstanding customer service to our customers, ensuring their needs are met and exceeded.
• Support our customers with their enquiries or issues e.g., website navigation, process assistance, current market conditions as well as company announcements and account changes.
• Support in placing, amending, and cancelling trades on the ASX/Cboe
• Educate customers in the mechanics of share trading and associated processes.
• Assist customers with submitting applications.
• End to end tracking of client requests sent to the Operations team and following up on pending issues.
• Collaborate with colleagues and stakeholders to deliver expert solutions and add value to our customers' experience.
• Stay up-to-date with industry trends and developments to provide the best possible support to our clients
• Identify and elevate risks and issues in a timely manner.

Ongoing training will be provided when you start and throughout your journey with us to ensure you have a solid understand of share trading, our processes and our business

Your Skills & Experience

• A passion for customer service and a genuine desire to make a positive impact on our clients' experience
• Experience in a contact centre or financial markets/services industry (not essential)
• Excellent communication skills, both verbal and written, with the ability to convey complex information in a clear and concise manner
• A collaborative mindset, thriving in a team-oriented environment where your contributions are valued.
• Risk mindset - All AUSIEX employees are expected to proactively identify and understand, openly discuss, and act on current and future risks.
• Tertiary related qualifications in a business-related discipline (not essential)
• Adaptability and resilience to thrive in a fast-paced and ever-changing organisation.

Inclusion and diversity are part of who we are. Together, we continue to build an inclusive culture that enables, values, and celebrates the diverse opinions of our employees.