Client Services Representative at Interactive Brokers

Sydney, New South Wales, Australia

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BrokerageIndustries

Requirements

Strong verbal and written communication skills for handling client inquiries via telephone, email, or online chat
Experience in a fast-paced client service environment
Strong mathematical and technical aptitude
Ability to troubleshoot and explain complex subjects
Capacity to identify opportunities for technology-based improvements
Bachelor’s or advanced degree preferred
Experience in financial services (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred
In-depth understanding of financial instruments (stocks, securities, options, futures, options on futures, foreign exchange, fixed income) preferred
Working knowledge of exchange operations, regulations, product offerings, specifications, execution platforms, rules, and margin methodologies preferred
FINRA Series 7, 63 or ability to obtain licenses
Multi-language skills are a plus

Responsibilities

Resolve routine and complex client service issues thoroughly and expeditiously, using sound judgment and courtesy
Handle client inquiries on topics including: operability of IBKR Trader Workstation, Web Trader, and Mobile Trader platforms (trading modules and analytical tools); cash deposit/withdrawal, position transfers, and account administration; product availability and attributes; exchange, clearing, and depository functions; order types and routing logic; order status, trade settlement, exercise/assignment, expiration processing, and corporate actions; margin calculations, commission structure, interest, and fees
Coordinate activities with local and international Client Service divisions
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

Skills

Client Service

Troubleshooting

Trader Workstation

Web Trader

Mobile Trader

Trading Platforms

Account Administration

Order Types

Financial Products

Interactive Brokers

Online trading platform with low commissions

About Interactive Brokers

Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and best execution practices, ensuring clients get the best prices for their trades. Unique features like fractional shares and the IMPACT app allow users to invest in high-value stocks affordably and align their investments with personal values. The goal of Interactive Brokers is to deliver a comprehensive and cost-effective trading experience for individual traders, investors, and financial advisors globally.

Greenwich, ConnecticutHeadquarters

1977Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave

Risks

Increased regulatory scrutiny may lead to stringent compliance requirements and potential fines.

AI tools may expose the company to data privacy and algorithmic trading risks.

Rapid growth in DARTs could strain infrastructure, risking service disruptions.

Differentiation

Interactive Brokers offers low commissions and financing rates, making trading affordable.

The platform provides direct market access to over 135 markets in 33 countries.

Innovative features like fractional shares and the IMPACT app attract diverse investors.

Upsides

AI tools in the Advisor Portal enhance decision-making for financial advisors.

IBKR Desktop 0.12 offers advanced features for options traders, boosting user engagement.

74% growth in DARTs and $576 billion in client equity indicate strong financial health.

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