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Client Services Supervisor

2 months ago

North Sydney Council, Australia Recooty Full time

Position Overview:

Recooty is a prominent player in the financial services sector, specializing in cost-effective trade execution and clearing solutions for a diverse clientele, including active traders and institutional investors. Our advanced technology offers seamless access to a wide range of financial instruments globally through a unified investment account.

We are in search of dedicated and experienced professionals with a background in the financial services industry. The ideal candidate will possess a strong analytical mindset, exceptional problem-solving skills, and the ability to communicate complex concepts clearly. Leadership capabilities to mentor and guide other team members are also essential.

Key Responsibilities:
  • Address both routine and intricate client service inquiries efficiently, ensuring a courteous and professional approach.
  • Client queries may cover a variety of topics, including:
  • Functionality of trading platforms and tools; account management activities such as deposits, withdrawals, and transfers.
  • Understanding of product features and specifications; order processing and settlement; margin calculations; and fee structures.
  • Collaborate with local and international service teams and liaise with departments such as Programming and Compliance to resolve common issues.
  • Contribute to the enhancement of client service systems, policies, and operational procedures.
  • Assist in the training and development of team members under the guidance of the Customer Service Head.
Qualifications:
  • A Bachelor's degree or higher, preferably in a business-related field.
  • A minimum of 3 years of experience in a financial services role, such as brokerage or banking.
  • Excellent verbal and written communication skills to effectively handle client inquiries via various channels.
  • Comprehensive knowledge of financial instruments, including stocks, options, futures, and foreign exchange.
  • Familiarity with exchange operations, regulations, and execution platforms.
  • Relevant certifications such as FINRA Series 7 and 63 are preferred.
  • Multilingual abilities are advantageous.
  • Prior leadership or supervisory experience is a plus but not mandatory.

Compensation: Competitive salary range based on experience and qualifications.