Financial Dealer (RC)

at  Affinity Migration Group Pty Ltd

INTERACTIVE BROKERS, LEVEL 11, 175 PITT ST SYDNEY NSW 2000 IS ON THE LOOKOUT FOR A FINANCIAL DEALER.

As a Financial Dealer, you will liaise with Interactive Brokers’ professional clients in the Asia-Pacific region, including broker-dealers, hedge funds, investment managers, and proprietary trading groups. As we expand our global product offering, we aim to build and maintain long-term client relationships through superior, high-touch service.

• Respond to client inquiries via ticket, telephone, email, and live chat.
• Investigate account management and trade-related issues involving execution, order routing, trade busts, position liquidation etc.
• Meet with institutional clients to identify their needs and introduce appropriate services and workflow solutions.
• Understand broad-scale service issues at a detailed, technical level and make recommendations for process improvement.
• Manage all activities associated with client services team, including developing and implementing policies and procedures
• Ensure continuous improvement of processes, systems and communications.

REQUIREMENTS

• Undergraduate degree in Finance, Economics, or a related discipline
• Minimum 3 years experience at a global financial institution
• FINRA Series 7 license or ability to obtain
• Working knowledge of Microsoft Word, Excel, Bloomberg, UNIX and/or general programming experience is a plus.

Please refer the Job description for details