Client Services Representative

Job Description and Responsibilities

Interactive Brokers Australia Pty Limited seeks high-level, motivated and professional individuals with strong client service experience suitable for interaction with an experienced and active client base. The ideal candidate will have a good math 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 common issues. 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, not necessarily with a financial services background.
• 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

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Last updated on Jun 5, 2024