Job Description

Macro Global Markets PTY Ltd – Sydney CBD NSW

About the Role n

We are a Sydney-based financial services and brokerage business looking for a motivated Client Services, Sales & Trading Support Officer to join our team. This is a varied, client-facing role combining client services, sales and trading support. You will work closely with clients throughout their relationship with the business - from onboarding and account activation through to ongoing account support - while also assisting the dealing and operations teams with day-to-day trading and transaction-related activities.

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A key part of the role is proactively engaging with prospective and existing clients, understanding their requirements, following up enquiries and supporting account activation, client retention and ongoing engagement.

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You will also gain hand-on exposure to financial markets, FX and trading operations, making this an ideal opportunity for someone who enjoys working with clients, has a commercial mindset and wants to build a career within financial markets.

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As our client base includes both English-and Mandarin-speaking clients, fluency in both English and Mandarin is essential for this role , with strong verbal and written communication skills in both languages.

Key Responsibilities Client Services n

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- Respond to client enquiries via phone, email and other communication channels in a timely and professional manner
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- Build and maintain strong relationships with prospective and existing clients
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- Assist clients with account opening, account maintenance and general account-related enquiries
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- Guide clients through trading platform functionality and general operational processes
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- Assist with client onboarding and collection of required documentation
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- Follow up outstanding client information and documentation
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- Assist with enquiries relating to deposits, withdrawals, transaction records and account administration
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- Maintain accurate and complete client records in internal systems and CRM
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- Work closely with Operations, Compliance and Dealing teams to resolve client enquiries
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- Escalate complex or sensitive matters to the appropriate team
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Sales & Client Engagement nn
- Follow up prospective client enquiries and assist with converting leads into active clients
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- Identify client requirements and ensure enquiries are followed through to completion
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- Provide factual information regarding available products, platforms and services within the scope of the role and applicable regulatory requirements
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- Support client retention and broader relationship management initiatives
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- Maintain accurate records of client interactions, follow-ups and opportunities in the CRM
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Trading & Dealing Support nn
- Ensure transactions and related information are entered accurately and promptly into relevant systems
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- Support internal reporting and maintenance of trading records
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- Liaise with clients and internal teams regarding transaction and trading-related operational matters
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- Follow internal procedures, compliance requirements and applicable regulatory obligations at all times
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- Perform other trading, operations and administrative duties as required
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About You n

We are looking for someone who is client-focused, commercially minded and genuinely interested in financial markets .

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You will ideally have:

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- Strong customer service and relationship-building skills
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- Fluent in both English and Mandarin, with strong verbal and written communication skills in both languages
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- A proactive approach to client engagement and follow-up
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- Confidence communicating with clients by phone and email
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- An interest in sales, business development and client relationship management
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- A genuine interest in FX, securities, trading and financial markets
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- Excellent attention to detail and accuracy
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- Strong organisational and problem-solving skills
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- The ability to manage multiple client enquiries and priorities in a fast-paced environment
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- The confidence to take ownership of client enquiries and follow them through to resolution
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- Valuable computer skills, including Microsoft Office
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- The ability to learn new trading platforms, CRM systems and internal processes quickly
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- A professional, positive and client-focused approach
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- The ability to work effectively across Client Services, Dealing, Operations and Compliance teams
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Highly Regarded nn
- Previous experience in financial services, fintech, FX, CFD, stockbroking, wealth management or banking
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- Previous experience in client services, sales, relationship management, trading support or as a dealer assistant
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- Experience working in a client-facing role with sales or performance targets
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- A degree in Finance, Economics, Business or a related discipline
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- RG146 or other relevant financial services training or qualifications, where applicable
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- Experience using trading platforms such as MT4, MT5 or similar systems
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- Experience using CRM systems
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- Knowledge of FX, securities and financial markets
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- Mandarin language skills
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What We Offer nn
- A role combining client services, sales and financial markets exposure
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- Hands-on experience within a brokerage and trading environment
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- Employer sponsorship may be considered for high-performing employees, subject to business needs and individual eligibility
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- Direct exposure to clients, trading operations and financial products
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📌 Client Services, Sales & Trading Support Officer (Sydney)
🏢 Macro Global Markets
📍 Sydney