Client Services Representative in Sydney

Full-time @Interactive Brokers in Financial Services
  • Sydney, Australia View on Map
  • Apply Before : April 24, 2023

Job Description

Opportunity to Join Interactive Brokers, Currently looking Client Services Representative in Sydney, Australia, refer below details to submit job application, You may also check Interactive Brokers jobs hiring nearby Sydney.

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. Interactive Brokers Group and its predecessor companies have been building trading technology for over 42 years. Interactive Brokers Group’s consolidated equity capital exceeds $8.2 billion. Apply Interactive Brokers Jobs in Sydney .


Job Title: Client Services Representative

Work Location: Sydney, Australia

Ref id:  4261493002

Job Details : 

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 LLC, a subsidiary of Interactive Brokers Group, Inc. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.
Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.
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