Client Services Representative

Posted 9 Days Ago
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Sydney, New South Wales, AUS
In-Office
Entry level
Financial Services
The Role
Provide high-quality client support for IBKR trading platforms and account services, resolving routine and complex inquiries about platform operability, deposits/withdrawals, order processing, margin and product attributes; coordinate with internal teams (Programming, Clearing, Cashiering, Compliance) and contribute to service systems, policies and procedures.
Summary Generated by Built In
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

Skills Required

  • Strong verbal and written communication skills
  • Strong mathematical and technical aptitude; ability to troubleshoot and explain complex subjects
  • Experience in a fast-paced client service environment
  • FINRA Series 7 and 63 registrations or ability to obtain licenses
  • Bachelor's or advanced degree
  • Experience in financial services (brokerage, banking, trading, exchange or clearinghouse)
  • In-depth understanding of stocks, options, futures, FX and fixed income
  • Working knowledge of exchange operations, execution platforms and margin methodologies
  • Multi-language skills

Interactive Brokers Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Interactive Brokers and has not been reviewed or approved by Interactive Brokers.

  • Healthcare Strength Health coverage is described as comprehensive, with company-covered premiums available in some plans, plus dental and vision. Wellness incentives and accessible care benefits contribute to the perceived value of the package.
  • Strong & Reliable Incentives Total compensation commonly includes discretionary bonuses and stock grants that enhance earnings. These elements are frequently cited as meaningful parts of overall pay.
  • Pay Growth & Progression Annual pay increases are mentioned across multiple roles. This supports a perception of steady early-stage progression.

Interactive Brokers Insights

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The Company
HQ: Greenwich, CT
2,441 Employees

What We Do

Rated #1 Best Online Broker in 2022 for 5 consecutive years by Barron's. Interactive Brokers Group (Nasdaq: IBKR) and its predecessor companies have been building trading technology for over 44 years. Interactive Brokers Group’s consolidated equity capital exceeds $10 billion. Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools. Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com

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