Leveraged Products Associate

1 month ago

Sydney, Australia Commonwealth Bank Full time

You are a team contributor who enjoys working collaboratively
- Opportunity to innovate and drive pioneering business initiatives
- Together we can drive sustainable business growth for our clients
- **Sydney based**

**See yourself in our team**

CommSec, is Australia’s leading online retail stockbroker providing customers with access to Australian and International Equities, Exchange Traded Options, Margin Lending, ETFs and cash products.

You will be part of a team who have a diverse mix of experience, collaborate well and hold our customers at the centre of everything we do.

We are committed to understanding our customers, and delivering insights and creative solutions, to drive sustainable business growth.

The leveraged product team (Broking and Markets) provide CommSec clients with access to trading and investing into leveraged products such as Exchange Traded Options (ETO)s and Margin Lending. We also support International and Australian Equities.

As part of the Leveraged Product team, you’ll provide high quality service for the ETO and ML client base and also ensure all client enquires are answered to highest standards.

**More specifically, you'll**:

- Ensure that all client enquires are answered within desired service levels.
- Proactively meet targets as they relate to KPIs and service levels across all products.
- Proactively identify, manage and report risks to line management, ensuring no errors, trading or otherwise.
- Ensure excellent relationship is maintained with all clients on ongoing basis to deliver best customer outcomes and CommSec revenue.
- Identifying and driving improvements to customer satisfaction, risk management and revenue outcomes.
- Ensure internal clients are serviced appropriately to meet internal business requirements at highest standards
- Be willing to support all teams across Broking and Markets, including HVC
- Ensure knowledge of derivative markets and margin lending are maintained to the highest standards and that knowledge of systems across multiple vendors is kept high to ensure client servicing and order processing is optimal.
- Provide role-modelling behaviours for risk management of all products, especially as it relates to market-related credit risk, this includes margin calls and stress testing.
- Ensure all targets are met and service levels for performed at a high quality standard.

**We **want **to **hear **from **you **if **you have**:

- Experience in listed equities and cash markets
- Experience in customer service management to high quality results.
- Experience within a dynamic trading environment
- Tertiary-level educated finance discipline, with post graduate qualifications preferable.
- RG146 accredited.
- Tier 1 accreditation in Foreign Exchange, Derivatives, Securities, Margin lending preferable.
- ADA 1 & 2 preferred
- Derivatives DTR accreditation preferred

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Advertising End Date: 08/11/2024

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