Customer Services Manager

2 weeks ago

North Sydney, Australia Affinity Migration Group Pty Ltd Full time

Job Brief:
Interactive Brokers ("IBKR"), a subsidiary of publicly-traded Interactive Brokers Group, Inc., based inGreenwich, Connecticut (NASDAQ: IBKR) is a low-cost provider of trade execution and clearing services for active traders, institutional investors, fi nancial advisors and introducing brokers. IBKR’s premier technology provides electronic access to stocks, options, futures, forex, bonds, and funds worldwide from a single IBKR Integrated Investment account. IBKR is one of the largest online brokers by trade volume and is consistently ranked at the top of its field.

**Responsibilities**:

- 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.
- Assist the Head of Customer Service Australia with supervising and overseeing thedevelopment and training of other staff within the team.

Skills Required:

- Bachelor’s or advanced degree. Preferably in business.
- Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearing house) is essential - 3 years minimum
- In depth understanding of the following financial instruments: stocks, securities options,futures, options on futures, foreign exchange and fixed income.
- Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies.
- Registrations: FINRA Series 7, 63 or ability to obtain licenses.
- Multi-language skills a plus.
- Some leadership or supervisory experience preferred but not essential

Salary Range is AUD 70,000 to 100,000

Employment Addres: 205-227 George St THE ROCKS NSW 2000

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