Financial Services Representative

3 weeks ago


Sydney, New South Wales, Australia CMC Markets Stockbroking Limited Full time

Financial Services Representative

Cultivate your career in the dynamic world of financial services with CMC Markets Stockbroking Limited. As a Financial Services Representative, you will play a pivotal role in delivering exceptional client experiences that drive our company's success.

Based in our vibrant office, you will be part of a global leader in CFD trading and share investing. You will gain invaluable experience, develop your skills, and lay the foundation for a thriving career in the industry while participating in our career development pathway.

Your journey begins with comprehensive training, including the prestigious RG146 Financial Regulatory qualification. You will become an expert in our cutting-edge trading platforms, learning from industry professionals who are passionate about your growth.

Why You'll Thrive Here

Just some of the reasons you'll love working with us include:

  • Continuous learning: Our generous L&D program covers both technical, performance, and leadership training, ensuring you're always learning new skills.
  • Leave benefits: Be recognised for each year of service by accruing up to 5 extra days of annual leave. Enjoy your birthday off to spend time with family and friends, on us. Utilise a free annual charity day to give back to your community.
  • Unlimited access to a dedicated benefits & wellbeing hub where you can save money through various retailer discounts, and make use of a variety of resources that will enhance your physical and mental wellbeing.
  • Collaboration: We believe that great things happen when smart people work together, that's why we've made the decision to work five days in the office.
  • $O Trades: Staff & family trading accounts with CMC Markets Invest have access to the best brokerage rates in the market - $0 trades for all domestic and international equity orders.
  • Office perks: Friday drinks, monthly rewards & recognition, help yourself to free breakfast cereals, condiments, and coffee to fuel your workday. Our culture club provides opportunities for everyone whether you're into fitness, pizza making classes, socialising or bringing out your competitive side in trivia or lawn bowls, and so much more.

What You'll Be Working On

As our new Financial Services Representative, you will:

  • Be the voice of CMC Markets, responding to client queries via phone, email, live chat, and messaging.
  • Act as a brand ambassador, delivering exceptional service that keeps our clients coming back.
  • Identify opportunities to enhance the client experience, contributing to our industry-leading reputation.
  • Participate in a rotating schedule between 7:30am and 8:00pm.

Your experience and expertise directly impact the satisfaction of our clients, as millions of their trades are successfully executed annually.

What Will Help You Succeed

  • Has a strong customer service orientation and thrives in a client-centric environment.
  • Demonstrates passion and enthusiasm for the financial services industry.
  • Communicates effectively, both verbally and in writing.
  • Shows resilience and adaptability in a high-volume call centre setting.
  • Eligibility to work in Australia permanently.

Previous customer service experience is a plus, but your attitude and willingness to learn are what truly matter.

The Things We Live By

CMC Markets is powered by our people. We are an equal opportunities employer and are committed to creating a diverse and inclusive workplace, where our people feel confident to be themselves, feel valued, and are able to do their best work. We don't just value differences and unique perspectives, we seek them out and we invite them in, because we know it will lead to better outcomes for everyone.

We're always on the lookout for great people, so even if you don't feel you are a 100% fit, apply with your up-to-date CV and we'll consider you for this role and any other suitable opportunities across the business.



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