Interactive Brokers

Financial Services

ClientServicesRepresentative

A$75–105k ~AI est. Sydney, New South Wales, Australia Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Services Representative at Interactive Brokers. Skills: Client relationships, Customer retention, Customer satisfaction, Value realization. Resolve client service issues. Explain complex subjects”

Industry & Context.

Financial Services
Problems you'll solve

Troubleshoot complex subjects

What They're Looking For.

Must Have

Experience in a fast-paced client service environment

Nice to Have

Bachelor's or advanced degree, Experience in a financial services position, In-depth understanding of financial instruments, Working knowledge of exchange operations, Multi-language skills

What You'll Do.

Resolve client service issues

Explain complex subjects

Identify technology improvements

Coordinate activities with divisions

Interact with external departments

Contribute to client service systems

How You'll Work.

Team & Collaboration

Other Client Service divisions; External departments

Communication Scope

Verbal communication; Written communication

Full Job Description

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;

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