Customer Services Manager

14 hours ago

Refer to Job Advertisement Refer to Job Advertisement Australia Affinity Migration Group Pty Full time $77,000 - $1,200,000 per year

Job Brief:

Position: Customer Services Manager 

Location: Sydney, NSW 2000

Job type: Full Time, 38 hours/week

Salary range: AUD 77,000 to 100,000

Interactive Brokers ("IBKR"), a subsidiary of publicly-traded Interactive Brokers Group, Inc., based in Greenwich, Connecticut (NASDAQ: IBKR) is a low-cost

provider of trade execution and clearing services for active traders, institutional investors, T nancial advisors and introducing brokers. IBKR's premier technology

provides electronic access to stocks, options, futures, forex, bonds, and funds worldwide from a single IBKR Integrated Investment account. IBKR is one of the

largest online brokers by trade volume and is consistently ranked at the top of its Teld.

Interactive Brokers Australia Pty. Ltd, seeks high-level, serious individuals with the Financial services industry background and professional demeanor suitable

for interaction with an experienced and active clientele base. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and

explain complex subjects, and the capacity to identify opportunities for technology-based improvements, and the ability to directly and indirectly supervise other

representatives.

Responsibilities:

  • 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 IB 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.
  • Assist the Head of Customer Service Australia with supervising and overseeing thedevelopment and training of other staff within the team.

Skills Required:

  • Bachelor's or advanced degree. Preferably in business.
  • Experience in Financial services position (e.g., brokerage, banking, trading, exchange or clearing house) is essential - 3 years minimum
  • Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email or online chat.
  • In depth understanding of the following financial instruments: stocks, securities options,futures, options on futures, foreign exchange and Txed income.
  • Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies.
  • Registrations: FINRA Series 7, 63 or ability to obtain licenses.
  • Multi-language skills a plus.
  • Some leadership or supervisory experience preferred but not essential

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