Financial Markets Specialist

1 week ago

Melbourne, Victoria, Australia PEOPLE 2.0 AUSTRALIA (EST) PTY LTD Full time

About People 2.0 Australia


Established in Australia, People 2.0 is a dynamic and fast-paced company offering exciting career opportunities to professionals looking to excel in their chosen field.



Salary: AUD $75,000 plus superannuation

Job Description:

As a Financial Markets Specialist with People 2.0, you will be responsible for providing world-class support to our global client base. This includes placing trades for clients over the phone on both Over-The-Counter (OTC) and Direct Market Access (DMA) offerings. To succeed in this role, you will need to possess strong interpersonal skills, a passion for delivering excellent customer service, and a keen interest in learning more about financial markets.

Your Key Responsibilities:

  • Utilize our cutting-edge cloud-based contact center to provide dealing and admin support to our global customers across phone, email, and web chat.
  • Champion our customers' needs and bring their experience to the forefront.
  • Deliver a strong understanding of various financial instruments such as Stocks, Leveraged Options, Leveraged Futures, FX, Cryptocurrencies, Bonds, Commodities, and Exchange Traded Futures.
  • Provide trading expertise on P&L and margin calculations, order types, fees, and charges, trade assistance, and investigations.
  • Offer an execution-only phone dealing service for our clients' products.
  • Assist with advanced platform queries on MT4, ProRealTime, TradingView, and our Web Trading Platform and mobile applications.
  • Run Margin Calls to impacted accounts, investigate, and resolve disputes with internal Compliance teams.
  • Liaise with internal departments, local, and global stakeholders to deliver customer servicing projects.
  • Develop new starters with initial onboarding training, shadow sessions, and develop them towards our internal Trade Execution Test.
  • Conduct Root Cause Analysis on negative detractors, report, and present to relevant stakeholders.
  • Initiate outbound contact to inform customers about changes to our services and offerings.


You'll Thrive in This Role If:

  • You have a genuine interest in working in financial markets and can demonstrate impressive motivation levels alongside your aptitude for numbers and attention to detail.
  • You possess a minimum of 2 years of experience as a Sales Trader post Trade Execution Test.
  • You have knowledge and ability to provide an execution-only phone dealing service on our OTC and DMA offerings.
  • You hold an undergraduate or masters degree in Economics (preferable).
  • You are able to work collaboratively with local and global internal stakeholders.
  • You have proven experience in delivering multiple client servicing projects.
  • You possess fluency in English (written and spoken).
  • You exhibit excellent interpersonal and communication skills.
  • You can work well under pressure.
  • You employ a logical and analytical approach to problem-solving.
  • You are confident to apply basic maths skills, particularly mental arithmetic.
  • You demonstrate strong organisational and time management skills.


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