Application Service Group Associate
Vor 7 Tagen
Company OverviewInteractive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries.
We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories.
We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers.
Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years.
Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
Interactive Brokers Australia Pty.
Ltd ("IBA") is expanding its Application Service Group (ASG) within the New Accounts Department at our Sydney location.
We are searching for candidates with prior experience in the financial services industry, extraordinary attention to detail, and strong communication skills.
The client service department liaises with Interactive Brokers' retail and institutional clients.
The IBA ASG is accountable for providing high-quality client service to our sophisticated retail clients, HNWIs, financial advisors, hedge fund operators, corporates, and other broker-dealers.
We aim to facilitate client onboarding by providing account opening guidance while building and maintaining long-term client relationships as we expand our global service offerings.
As part of the ASG, the successful candidate will be the first and most important impression new clients have of Interactive Brokers.
ResponsibilitiesCorrespond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and online messaging, internally to sales representatives and Client service representatives;Research and resolve a wide variety of client questions and/or issues on the account opening process;Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming client queries;Learn all aspects of the IBA brokerage platform and policy that offer alternatives to satisfy client concerns while complying with policies, practices and procedures;Work closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements;Ability to identify, analyze, and escalate complex issues;Excellent troubleshooting and problem-resolution skills;Taking personal responsibility for identifying client needs while providing a high-value experience;Efficient, self-motivated and hard working in a dynamic and fast-paced environment;Work closely with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated.Qualifications & Experience:Bachelor's degreeExperience: 2-3 years in Client Service and/or Financial Service preferred.
Fresh graduates with a Finance, Law, Accounting, or Information Systems, etc.
who are motivated and demonstrate the right aptitude will also be considered;Excellent written and oral communication skills in English; Cantonese and Mandarin is advantageousMinimum of 2 years experience and familiarity, preferably gained in brokerage or corporate banking.
Demonstrates knowledge in handling client concerns and issues with tact and diplomacy;Strong research, investigatory, and problem-solving skills;Able to multitask various projects and firm initiatives;Intermediate experience with MS Outlook, MS Word, and MS Excel;Ability to work independently and effectively as part of a team while handling multiple tasks and responsibilities simultaneously.Company Benefits & PerksCompetitive Salary, annual performance-based bonus and stock grantExcellent health and welfare benefits, including medical, dental, specialist and in-patientCompetitive package of Annual LeaveModern offices with multi-monitor setupsGreat work-life balanceUnique opportunity to gain exposure to global financial products, markets and clienteleOpportunities for career progression and job scope expansion in a global company with a growing local presenceHybrid work arrangement role permitting #J-18808-Ljbffr
-
Investor Services Associate
Vor 7 Tagen
Sydney, Österreich Automic Group VollzeitInvestor Services Associate (Contact Centre)Posted: 16/12/2024Closing Date: 31/01/2025Job Type: Permanent - Full TimeLocation: SydneyJob Category: Investor ServicesAbout UsAutomic Group brings together modern purpose-built technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their...
-
Investor Services Associate
Vor 7 Tagen
Sydney, Österreich Automic Group VollzeitInvestor Services Associate (Contact Centre)Posted: 16/12/2024Closing Date: 31/01/2025Job Type: Permanent - Full TimeLocation: SydneyJob Category: Investor ServicesAbout UsAutomic Group brings together modern purpose-built technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their...
-
Investor Services Associate
Vor 7 Tagen
Sydney, Österreich Automic Group VollzeitThis is a Investor Services Associate (Contact Centre) role with one of the leading companies in AU right now -- Automic Group -- with an amazing team.They are continuing to grow rapidly.This is the chance to join right as the takes off. More About the Role at Automic Group In this role, you will manage inbound and outbound investor inquiries, acting as a...
-
Investor Services Associate
Vor 7 Tagen
Sydney, Österreich Automic Group VollzeitThis is a Investor Services Associate (Contact Centre) role with one of the leading companies in AU right now 🔥 -- Automic Group -- with an amazing team. They are continuing to grow rapidly. This is the chance to join right as the 🚀 takes off.More About the Role at Automic Group 🧐🧐In this role, you will manage inbound and outbound investor...
-
Strategy Associate
Vor 7 Tagen
Sydney, Österreich Endeavour Group VollzeitCompany DescriptionLet's create a more sociable future together At Endeavour, we're totally into what we do.With a portfolio that includes Dan Murphy's, BWS, ALH Hotels, Pinnacle Drinks and more, we love to bring people together.Together we share our passion for our products and industry; it's what inspires us to dream big, and continue to create new...
-
Strategy Associate
Vor 2 Tagen
Sydney, Österreich Endeavour Group VollzeitCompany DescriptionLet's create a more sociable future togetherAt Endeavour, we're totally into what we do.With a portfolio that includes Dan Murphy's, BWS, ALH Hotels, Pinnacle Drinks and more, we love to bring people together.Together we share our passion for our products and industry; it's what inspires us to dream big, and continue to create new...
-
Strategy Associate
Vor 2 Tagen
Sydney, Österreich Endeavour Group VollzeitCompany DescriptionLet's create a more sociable future togetherAt Endeavour, we're totally into what we do.With a portfolio that includes Dan Murphy's, BWS, ALH Hotels, Pinnacle Drinks and more, we love to bring people together.Together we share our passion for our products and industry; it's what inspires us to dream big, and continue to create new...
-
Endeavour Group | Strategy Associate
Vor 7 Tagen
Sydney, Österreich Tideri Jobbörse VollzeitCompany Description Let's create a more sociable future together At Endeavour, we're totally into what we do.With a portfolio that includes Dan Murphy's, BWS, ALH Hotels, Pinnacle Drinks and more, we love to bring people together.Together we share our passion for our products and industry; it's what inspires us to dream big, and continue to create new...
-
Commercial Associate- Procurement
Vor 2 Tagen
Sydney, Österreich Westpac Group VollzeitSeeking experienced Procurement Associate with a passion for driving solutionsDevelop and maintain strong relationships with stakeholdersHow will I help? We are part of Group Procurement whose purpose is to provide end-to-end procurement support and expertise to our business partners and stakeholders across the Group.With the objective to optimise value from...
-
Associate
Vor 7 Tagen
Sydney, Österreich Lgt Group VollzeitLGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family.As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.Your ResponsibilitiesOn-boarding of clients, account opening and day to day administration and maintenance of...
-
Associate
Vor 2 Tagen
Sydney, Österreich Lgt Group VollzeitLGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family.As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.Your Responsibilities On-boarding of clients, account opening and day to day administration and maintenance of...
-
Lgt Group | Associate
Vor 7 Tagen
Sydney, Österreich Tideri Jobbörse VollzeitLGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family.As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.Your Responsibilities On-boarding of clients, account opening and day to day administration and maintenance of...
-
Recruiting Associate
Vor 7 Tagen
Sydney, Österreich Gerson Lehrman Group, Inc. VollzeitRecruiting Associate (Professional Services)GLG is the world's leading B2B platform connecting professionals with expertise.We connect thousands of clients to the largest global network of subject-matter experts across every sector.We bring the power of insight to every great professional decision.This role focuses on identifying top professionals who can...
-
Associate (Financial Services)
Vor 7 Tagen
Sydney, Österreich Gerson Lehrman Group, Inc. VollzeitGLG is the world's leading B2B platform connecting professionals with expertise.We connect thousands of clients to the largest global network of subject-matter experts across every sector.We bring the power of insight to every great professional decision.This role focuses on identifying top professionals who can provide industry insight and knowledge to our...
-
Customer Service Associate
Vor 7 Tagen
Sydney, Österreich Value Village VollzeitJob Title: Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories, and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature.We supply our stores with gently-used, one-of-a-kind items...
-
Recruiting Associate
Vor 7 Tagen
Sydney, Österreich Gerson Lehrman Group, Inc. VollzeitRecruiting Associate (Professional Services)GLG is the world's leading B2B platform connecting professionals with expertise.We connect thousands of clients to the largest global network of subject-matter experts across every sector.We bring the power of insight to every great professional decision.This role focuses on identifying top professionals who can...
-
Buyer'S Agent Associate
Vor 2 Tagen
Sydney, Österreich Lendi Group VollzeitIn 2021, two powerhouses in the Australian mortgage industry, Aussie and Lendi, merged to form Lendi Group.This union is a match made in heaven, because both brands were born as disruptors, driven by a desire to see things done differently for customers and brokers alike.Since the day we came together, we've been dedicated to changing the way Australians...
-
Senior Associate, Global Client Group
Vor 7 Tagen
Sydney, Österreich Dimensional Fund Advisors VollzeitNotes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility.Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day.This maximizes in person collaboration...
-
Associate, Kyc Services
vor 15 Stunden
Sydney, Österreich Westpac VollzeitExcellent opportunity to join Westpac's KYC Services teamHow will I help? As an Associate, you will be part of the Oversight team under KYC Services, responsible for overseeing the operational process across customer onboarding and ongoing customer maintenance functions to identify simplifications to make it simpler for our customers to do business with us....
-
Buyer's Agent Associate
Vor 3 Tagen
Sydney, Österreich Lendi Group VollzeitCompany Description In 2021, two powerhouses in the Australian mortgage industry, Aussie and Lendi, merged to form Lendi Group. This union is a match made in heaven, because both brands were born as disruptors, driven by a desire to see things done differently for customers and brokers alike. Since the day we came together, we’ve been dedicated to...
