Client Services Representative (1723)
Job Description and Responsibilities Interactive Brokers Australia Pty Limited, seeks high-level, motivated and professional individuals with strong customer 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 in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
Client inquiries typically encompass a broad array of themes including:
- Operability of IB 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 Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures.
- Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email or online chat.
- Experience in a fast paced customer service environment is essential, not necessarily with a financial services background.
- Bachelor's or advanced degree preferred not essential.
- Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse) 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 preferred but not essential.
- Registrations: FINRA Series 7, 63 or ability to obtain licenses.
- Multi-language skills a plus.
Company Overview Interactive Brokers Group, Inc is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisors, and introducing brokers. Our clients have access to more than 135 market centers in 33 countries from a single account. We are the lowest cost provider of brokerage services. Our employees are part of a dynamic, multinational, fast-paced, results-oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools.