• You are a team contributor who enjoys working collaboratively
• Opportunity to innovate and drive pioneering business initiatives
• Together we can drive sustainable business growth for our clients
• Sydney based

See yourself in our team

CommSec, is Australia’s leading online retail stockbroker providing customers with access to Australian and International Equities, Exchange Traded Options, Margin Lending, ETFs and cash products.

Our focus on digital capability ensures we are investing in our growth to deliver a seamless customer experience. We provide our customers with easy-to-use investment tools and resources to put them in control of their investment decisions, listening along the way and applying analytics and innovation to improve our customer's experience. We are building CommSec for the digital future and we'd like you to help us on this journey.

You will be part of a team who have a diverse mix of experience, collaborate well and hold our customers at the centre of everything we do.

We are committed to understanding our customers, and delivering insights and creative solutions, to drive sustainable business growth.

The leveraged product team (Broking and Markets) provide CommSec clients with access to trading and investing into leveraged products such as Exchange Traded Options (ETO)s and Margin Lending. We also support International and Australian Equities. 

As part of the Leveraged Product team, you’ll provide high quality service for the ETO client base and also ensure all client enquires are answered to highest standards across all products throughout global markets trading times.

More specifically, you'll:

• Provide timely and accurate levels of telephone and email service to Broking and Markets clients.
• Ensure that all client enquires are answered within desired service levels.
• Proactively meet targets as they relate to KPIs and service levels across all products.
• Proactively identify, manage and report risks to line management, ensuring no errors, trading or otherwise.
• Ensure all client outbound and on-boarding targets are met (telephone and email).
• Ensure excellent relationship is maintained with all clients on ongoing basis to deliver best customer outcomes and CommSec revenue.
• Identifying and driving improvements to customer satisfaction, risk management and revenue outcomes.
• Ensure internal clients are serviced appropriately to meet internal business requirements at highest standards
• Be willing to support all teams across Broking and Markets, including HVC, Margin Lending and equity trading.
• Ensure knowledge of derivative markets is maintained at highest standards, and that knowledge of systems across multiple vendors is kept high to ensure client servicing and order processing is optimal.
• Provide role-modelling behaviours for risk management of all products, especially as it relates to market-related credit risk, this includes margin calls and stress testing.
• Ensure all targets are met and service levels for performed at a high quality standard.

We want to hear from you if you have:

• Experience in listed equities and cash markets
• 2+ years financial markets experience.

• Experience in customer service management to high quality results.
• Experience with market-related information and trading systems (e.g. IRESS, Bloomberg, etc).
• Experience within a dynamic trading environment
• Experience dealing with clients that have a high degree of financial sophistication and market knowledge
• Tertiary-level educated finance discipline, with post graduate qualifications preferable.
• RG146 accredited.
• Tier 1 accreditation in Foreign Exchange, Derivatives, Securities, Margin lending preferable.
• ADA 1 & 2 preferred
• Derivatives DTR accreditation preferred

Advertising End Date: 04/10/2024