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Client Services Representative

Interactive Brokers

Client Services Representative

Interactive Brokers

Sydney, Australia

·

On-site

·

Full-time

·

1w ago

Benefits & Perks

Healthcare

Equity

Flexible Hours

Healthcare

Equity

Flexible Hours

Required Skills

Communication

Client Service

Troubleshooting

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 inpatient

  • 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 a growing local presence

  • Hybrid work arrangement role permitting

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About Interactive Brokers

Interactive Brokers

Multinational brokerage company.

1,001-5,000

Employees

Greenwich

Headquarters

Reviews

3.5

10 reviews

Work Life Balance

2.5

Compensation

4.2

Culture

3.1

Career

3.8

Management

2.7

65%

Recommend to a Friend

Pros

Good pay and competitive compensation

Excellent benefits packages

Friendly atmosphere and nice people

Cons

Poor management and leadership issues

Toxic work culture and environment

Heavy workload and long hours

Salary Ranges

0 data points

Junior/L3

L3

L6

Junior/L3 · Data Scientist

0 reports

$280,000

total / year

Base

$220,000

Stock

$30,000

Bonus

$30,000

$238,000

$322,000

Interview Experience

7 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Experience

Positive 0%

Neutral 71%

Negative 29%

Interview Process

1

Application Review

2

Online Assessment

3

Phone Screen

4

Technical Interview

5

Hiring Manager Interview

6

Final Round

Common Questions

Coding/Algorithm

Technical Knowledge

Behavioral/STAR

Past Experience

Finance/Trading Knowledge