Client Services Associate I

Interactive Brokers Group
Sydney
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Communication","Troubleshooting","Problem-solving","Client service","Judgment"]

Resolve routine and complex client service issues for Interactive Brokers’ execution and trading platforms, including IBKR Trader Workstation, Web Trader, and Mobile Trader. Support inquiries covering account administration, order types and routing, settlement and corporate actions, and margin calculations. Coordinate with internal client service teams and departments such as Programming, Clearing, Cashiering, and Compliance, while contributing to client service systems, policies, and procedures.

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Interactive Brokers Group
Interactive Brokers Group
2 months ago

Client Services Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live

Job Summary

Resolve routine and complex client service issues for Interactive Brokers’ execution and trading platforms, including IBKR Trader Workstation, Web Trader, and Mobile Trader. Support inquiries covering account administration, order types and routing, settlement and corporate actions, and margin calculations. Coordinate with internal client service teams and departments such as Programming, Clearing, Cashiering, and Compliance, while contributing to client service systems, policies, and procedures.
Location: Sydney
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Resolve routine and complex client service issues thoroughly and expeditiously while maintaining courtesy.
  • •Support client inquiries related to execution platforms, including trading modules and analytical tools.
  • •Handle client questions on cash deposits/withdrawals, position transfers, and account administrative functions.
  • •Assist with order and trade topics such as order status, settlement, exercise & assignment, expiration processing, and corporate actions.
  • •Coordinate with internal teams and external departments (Programming, Clearing, Cashiering, Compliance) and contribute to client service systems, policies, and procedures.

Pay and Benefits

Perks:Health InsuranceDentalPaid LeaveHybrid WorkAnnual Bonus

Key Requirements

  • •Strong verbal and written communication skills to handle client inquiries via telephone, email, or online chat.
  • •Experience in a fast-paced client service environment (financial services background preferred but not required).
  • •In-depth understanding of financial instruments including stocks, securities, options, futures, foreign exchange, and fixed income.
  • •Working knowledge of exchange operations and regulations, product offerings and execution platforms, and margin methodologies.
  • •Ability to obtain FINRA Series 7 and Series 63 licenses.
Experience:Financial services
Skills:CommunicationTroubleshootingProblem-solvingClient serviceJudgment
Licenses:FINRA Series 7FINRA Series 63
Tech Stack:IBKR Trader WorkstationWeb TraderMobile Trader

Company Brief

Interactive Brokers Group
Operates an electronic trading platform providing brokerage services for individuals and institutions across global markets, offering equities, options, futures, forex, bonds, and related clearing and custody services with advanced trading technology and low-cost executions.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Greenwich, United States
Founded: 1977
WebsiteLinkedIn