Aktuelle Jobs im Zusammenhang mit Account Opening - Council of the City of Sydney - Interactive Brokers Group, Inc.
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Named Enterprise Account Executive Sydney
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Account Opening
vor 4 Wochen
Interactive 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. Role Overview Interactive Brokers Australia Pty. Ltd. (IBA) is expanding its Application Service Group (ASG) within the New Accounts Department at our Sydney office. We are seeking candidates with prior experience in financial services, exceptional attention to detail, and strong communication skills. The ASG team liaises directly with Interactive Brokers’ retail and institutional clients. The ASG is responsible for delivering high-quality client service to sophisticated retail clients, high-net-worth individuals (HNWIs), financial advisors, hedge fund operators, corporates, and other broker-dealers. Our goal is to facilitate client onboarding, provide account opening guidance, and build long-term relationships as we expand our global service offerings. As part of the ASG, you will be the first and most important impression new clients have of Interactive Brokers. Responsibilities Respond to inquiries and concerns from retail and institutional clients via in-person meetings, phone, email, and online messaging. Research and resolve a wide range of client questions related to the account opening process. Manage multiple tasks with a strong emphasis on AML and KYC compliance while handling incoming client queries. Learn all aspects of the IBA brokerage platform and policies to offer compliant solutions that address client concerns. Collaborate with Legal & Compliance, Developers, and Project Managers to ensure adherence to regulatory requirements and internal procedures. Identify, analyze, and escalate complex issues as needed. Demonstrate excellent troubleshooting and problem-solving skills. Take personal responsibility for understanding client needs and delivering a high-value experience. Work efficiently and independently in a dynamic, fast-paced environment. Coordinate with New Accounts and Risk Assessment teams to evaluate financial crime risks. Qualifications & Experience: 2–3 years of experience in client service or financial services preferred. Motivated recent graduates with degrees in Finance, Law, Accounting, or Information Systems will also be considered. Excellent written and verbal communication skills in English; proficiency in Cantonese or Mandarin is a plus. Minimum of 2 years’ experience in brokerage or corporate banking preferred. Demonstrated ability to handle client concerns with professionalism and diplomacy. Strong research, investigative, and problem-solving skills. Ability to manage multiple projects and firm initiatives simultaneously. Intermediate proficiency in MS Outlook, Word, and Excel. Capable of working independently and collaboratively while managing multiple responsibilities. Company Benefits & Perks Competitive salary, annual performance-based bonus, and stock grants. Comprehensive health and welfare benefits, including medical, dental, specialist, and inpatient coverage. Generous annual leave package. Modern office setup with multi-monitor workstations. Strong work-life balance. Unique exposure to global financial products, markets, and clientele. Opportunities for career growth and expanded responsibilities within a global organization. Hybrid work arrangement available. Apply for this job * indicates a required field First Name * Last Name * Preferred First Name Email * Phone Country Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Website (i.e. GitHub, WordPress) Privacy * Select... Are you a resident of the United Kingdom (UK), People’s Republic of China or European Union (EU) ? Privacy Disclosure * Statement of Acknowledgement Interactive Brokers (“IBKR”) is committed to protecting the privacy of its users. 1. Aggregate Information about Visitors. We collect information on a general and aggregate basis, such as IP addresses, in order to analyse the performance of our sites. This data is used completely anonymously in order to determine the number of people who visit our sites and the most frequently used sections of our sites. This enables us to continually update and refine our sites to ensure it provides you with a successful experience. 2. Information about Users. When registering you are requested to enter certain information about yourself. This information forms the basis for any job application. 3. Your Online CV and Job Application. The details of your job application, covering letter, CV and academic results and any other information will not be viewed by anyone except IBKR and any third party service providers used by IBKR for its hiring processes. 4. Information Management. You can edit any information entered at any time before your job application is submitted. This includes contact details, email address, job application information and password. However, once a job application has been sent, that specific job application cannot be altered. You have certain rights to see and correct data held about you. Please refer to the IBKR Group Privacy Policy on our website. 5. Security. The security of our system is very important to us and we work hard on it. However, please note that no data transmission over the Internet is 100% secure. Pronouns (Optional) Select... Do you now, or will you in the future, need sponsorship from an employer in order to obtain, extend or renew your authorization to work in Australia? * Select... Are you currently gainfully employed? * Select... Are you currently subject to any employment agreement with another company that includes a non-compete, non-solicitation or related post-employment obligations? * Select... Where did you learn of this position? * Select... Please provide current/last employer name: * For fresh graduates please mention 'NA'. What is your desired base salary? * If you selected Employee Referral, College/University, or Other Please type details: I certify that all information I have provided in order to apply and secure employment with this employer is true, complete and correct.I understand that any information provided by me that is found to be false, incomplete or misrepresented in any aspect, will be sufficient cause to (i) eliminate me from further consideration for employment, or (ii) may result in my immediate discharge from the employer's service, whenever it is discovered. * Select... #J-18808-Ljbffr