Client Services Representative

1 week ago

Sydney, Australia Harbridge Partners Limited Full time

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 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.

Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse) preferred but not essential. In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed income preferred but not essential. Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies preferred but not essential. **Registrations: FINRA Series 7, 63 or ability to obtain licenses.**

Applicants with rights to work in Australia are welcomed

Multi-language skills a plus.

Company Benefits & Perks Competitive Salary, annual performance-based bonus and stock grant Excellent health and welfare benefits including medical, dental, specialist and in-patient

Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios.

**Job Types**: Full-time, Permanent

**Salary**: $50,000.00 - $85,000.00 per year

**Benefits**:

- Dental insurance
- Health insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Sydney, NSW: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Inbound call centre: 1 year (preferred)
- Outbound call centre: 1 year (preferred)
- Customer service: 1 year (preferred)

Work Authorisation:

- Australia (preferred)

Work Location: In person
- Health insurance

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